# Florida Trowel Trades Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/florida-trowel-trades-pension-trust-fund-plan

> Florida Trowel Trades Pension Trust Fund's DB plan: 527 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Florida Trowel Trades Pension Trust Fund

- **Sponsor EIN:** 596214171

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** DB

- **Total Participants:** 527

- **Total Assets:** $57.2M

## 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|527|$57.2M|$665,031|$0|

| 2023|118|$55.0M|$737,298|$0|

| 2022|500|$51.1M|$705,513|$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|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$191,151|—|$191,151|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$98,304|—|$98,304|

| RBC GLOBAL ASSET MANAGEMENT|NONE|$59,427|$3,220|$62,647|

| WEDGE CAPITAL MANAGEMENT|NONE|$37,371|—|$37,371|

| IRONWOOD PARTNERS|NONE|—|$28,766|$28,766|

| GORDON LAW LLC|NONE|$22,723|—|$22,723|

| UNITED ACTUARIAL SERVICE|NONE|$20,775|—|$20,775|

| DANIELS, IRWIN & AYLOR|Auditor|$18,400|—|$18,400|

| KSDT & CO, LLC|NONE|$18,400|—|$18,400|

| SEGALL BRYANT & HAMILL, LLC|NONE|$18,285|—|$18,285|

| FOUNDRY PARTNERS, LLC|NONE|$13,437|—|$13,437|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [RBC GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [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:** $530,259

- **Estimated Expense Ratio:** 0.927% 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|$606,991|$320,809|$86,400|$18,400|—|

| 2023|$552,834|$267,800|$75,600|—|—|

| 2022|$577,518|$305,025|$72,000|—|$86,245|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/florida-trowel-trades-pension-trust-fund-plan)

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