# Board Of Trustees Of The Southern District Ubc Defined Contribution F DC Plan Source: https://planprovider.pro/companies/board-of-trustees-of-the-central-south-carpenters-and-millwrights-defi-plan > Board Of Trustees Of The Southern District Ubc Defined Contribution F's DC plan: 51,643 participants, plan year 2024 financials, providers, and benchmarks fr… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees Of The Southern District Ubc Defined Contribution F - **Sponsor EIN:** 710851216 - **Sponsor Address:** 2001 CALDWELL DR., GOODLETTSVILLE, TN, 370723589 - **Plan Type:** DC - **Total Participants:** 51,643 - **Total Assets:** $1.2B ## Key Plan Design Features - **Auto-Enrollment:** No - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** No - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** No ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|51,643|$1.2B|$49.7M|$355,273| | 2023|15,271|$261.3M|$15.0M|$302,926| | 2022|16,820|$186.1M|$15.4M|$714,030| ## Service Providers (Schedule C) Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees). | Provider Name| Role| Direct Compensation| Indirect Compensation| Total Fees| | SOUTHERN BENEFIT ADMINISTRATORS|NONE|$528,436|—|$528,436| | THE YOUNGDAHL LAW FIRM, P.C.|NONE|$318,010|—|$318,010| | ULLICO INVESTMENT ADVISORS|NONE|$229,756|—|$229,756| | CRESCENT CREDIT SOLUTIONS|NONE|$111,052|—|$111,052| | AMALGAMATED BANK|NONE|$109,065|—|$109,065| | LOOMIS, SAYLES & COMPANY, L.P.|NONE|$99,548|—|$99,548| | CALIBRE CPA GROUP PLLC|NONE|$72,704|—|$72,704| | BLACKSTONE INFRASTRUCTURE|NONE|$56,835|—|$56,835| | AMERICAN REALTY ADVISORS|NONE|$51,540|—|$51,540| | ALAN D BILLER ASSOCIATES, INC.|NONE|$50,000|—|$50,000| | REYNOLDS CONSULTING, LLC|NONE|$36,831|—|$36,831| | DANIELS, IRWIN & AYLOR|NONE|$32,300|—|$32,300| | ASB CAPITAL MANAGEMENT, LLC|NONE|$30,784|—|$30,784| | PRUDENTIAL FINANCIAL|NONE|$25,074|—|$25,074| | EAGLE ASSET MANAGEMENT|NONE|$21,532|—|$21,532| | PACIFIC INCOME ADVISORS|NONE|$18,371|—|$18,371| | WILMINGTON TRUST|NONE|$18,009|—|$18,009| | PNC WEALTH MANAGEMENT|NONE|$17,882|—|$17,882| | LAPADULA CARLSON & CO.|NONE|$17,465|—|$17,465| | OSBORN CARREIRO & ASSOCIATES|NONE|$17,400|—|$17,400| | INVESCO TRUST COMPANY|NONE|$16,903|—|$16,903| | MACKAY SHIELDS|NONE|$11,195|—|$11,195| | JP MORGAN CHASE BANK|NONE|$10,739|—|$10,739| | ATLANTA CAPITAL MANAGEMENT|NONE|$10,649|—|$10,649| | WEDGE CAPITAL MANAGEMENT, LLP|NONE|$10,014|—|$10,014| | DANA INVESTMENT ADVISORS, INC|NONE|$8,550|—|$8,550| | FOUNDRY PARTNERS, LLC|NONE|$8,476|—|$8,476| | BNY MELLON|NONE|$7,911|—|$7,911| | ZENITH AMERICAN SOLUTIONS|NONE|$6,612|—|$6,612| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [ULLICO INVESTMENT ADVISORS](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE - [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE - [ALAN D BILLER ASSOCIATES, INC.](https://planprovider.pro/provider/trucker-huss-apc) — NONE - [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE - [LAPADULA CARLSON & CO.](https://planprovider.pro/provider/lapadula-carlson-co) — NONE - [JP MORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $1,953,643 - **Estimated Expense Ratio:** 0.158% of plan assets ### Historical Administrative Expenses Breakdown of administrative expense categories reported on Form 5500 filings. | Year| Total Admin Expenses| Investment Mgmt Fees| Contract Admin Fees| IQPA Audit Fees| Professional Fees| | 2024|$1,903,165|$555,842|$432,999|$150,101|—| | 2023|$431,104|$71,476|$120,200|$19,191|—| | 2022|$404,963|$73,138|$106,800|—|$148,120| ## Similar Plans - 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