# Board Of Trustees - Southeast Laborers Supplemental Pension Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-southeast-laborers-supplemental-pension-fund-300625287-001

> Board Of Trustees - Southeast Laborers Supplemental Pension Fund's DC plan: 7,142 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [DANIELS IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-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|

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