Plan Snapshot
- Plan Sponsor: Board Of Trustees - Southeast Laborers Supplemental Pension Fund
- Sponsor EIN: 300625287
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Plan Number: 001
- Total Participants: 7,142
- Total Assets: $48.7M
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 | 7,142 | $48.7M | $5.0M | $0 |
| 2023 | 6,709 | $42.0M | $4.9M | $0 |
| 2022 | 6,824 | $35.5M | $4.0M | $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 | Other Service Provider | $126,576 | — | $126,576 |
| UBS FINANCIAL SERVICES | Recordkeeper | $47,089 | — | $47,089 |
| DANIELS IRWIN & AYLOR | Auditor | $14,050 | — | $14,050 |
| STRANCH, JENNINGS & GARVEY | Other Service Provider | $6,613 | — | $6,613 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Recordkeeper
- DANIELS IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,328
- Estimated Expense Ratio: 0.399% 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 | $258,418 | $47,089 | $116,000 | $14,050 | — |
| 2023 | $205,265 | $38,907 | $74,000 | $14,800 | — |
| 2022 | $166,047 | $32,354 | $60,000 | — | $15,519 |