Plan Snapshot
- Plan Sponsor: Board Of Trustees, Plumbers & Steamfitters Union Local No. 10
- Sponsor EIN: 541739199
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 1,293
- Total Assets: $57.9M
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 | 1,293 | $57.9M | $3.4M | $0 |
| 2023 | 1,379 | $52.5M | $3.1M | $0 |
| 2022 | 1,505 | $46.7M | $2.9M | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR CPAS | Auditor | $14,200 | — | $14,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $14,200
- Estimated Expense Ratio: 0.025% 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 | $214,783 | $100,952 | $57,600 | $14,200 | — |
| 2023 | $227,435 | $104,100 | $45,600 | $15,400 | — |
| 2022 | $212,793 | $107,660 | $45,600 | — | $19,071 |