Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Noe Pension Plan
- Sponsor EIN: 720219840
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 515
- Total Assets: $52.4M
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 | 515 | $52.4M | $2.0M | $0 |
| 2023 | 535 | $47.0M | $1.8M | $0 |
| 2022 | 561 | $42.8M | $2.4M | $0 |
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 INC | Other Service Provider | $163,688 | — | $163,688 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $74,214 | — | $74,214 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $34,387 | — | $34,387 |
| DANIELS, IRWIN & AYLOR CPAS | Auditor | $26,175 | — | $26,175 |
| SEGAL MARCO ADVISORS | Other Service Provider | $21,000 | — | $21,000 |
| NATIONAL REAL ESTATE ADVISORS | Other Service Provider | $15,677 | — | $15,677 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- DANIELS, IRWIN & AYLOR CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $335,141
- Estimated Expense Ratio: 0.639% 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 | $454,188 | $110,891 | $84,000 | $26,175 | — |
| 2023 | $384,360 | $104,789 | $79,600 | $24,206 | — |
| 2022 | $394,550 | $95,701 | $114,900 | — | $72,261 |