Plan Snapshot
- Plan Sponsor: Ibew Local No. 915 Pension-Annuity Fund
- Sponsor EIN: 596518568
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370703589
- Plan Type: DC
- Total Participants: 1,919
- Total Assets: $115.0M
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 | 1,919 | $115.0M | $7.3M | $0 |
| 2023 | 1,864 | $98.1M | $6.3M | $0 |
| 2022 | 1,819 | $84.9M | $6.0M | $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 |
|---|---|---|---|---|
| MARSHFIELD ASSOCIATES | Investment Advisor | $57,324 | — | $57,324 |
| SOUTHERN BENEFIT ADMINISTRATORS INC | Recordkeeper | $43,930 | — | $43,930 |
| STANDARD VALUATIONS | Investment Advisor | $28,000 | — | $28,000 |
| VENABLE LAW FIRM | ERISA Attorney | $20,299 | — | $20,299 |
| ZIEGLER CAPITAL MANAGEMENT | Investment Advisor | $19,171 | — | $19,171 |
| STEVEN D EISENBERG CPA,PA | Auditor | $16,872 | — | $16,872 |
| UNION BANK & TRUST | Custodian / Trustee | $9,186 | — | $9,186 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UNION BANK & TRUST — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,782
- Estimated Expense Ratio: 0.169% 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 | $221,890 | $104,495 | $43,930 | $16,872 | — |
| 2023 | $223,277 | $100,226 | $34,291 | $13,957 | — |
| 2022 | $221,174 | $100,905 | $32,523 | — | $37,819 |