Plan Snapshot
- Plan Sponsor: Joint Board Of Administration Iatse , Mpt, A & Ac, Local No. 46
- Sponsor EIN: 621081087
- Sponsor Address: SUITE 202, 211 DONELSON PIKE, NASHVILLE, TN, 372142932
- Plan Type: DB
- Total Participants: 272
- Total Assets: $13.6M
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 | 272 | $13.6M | $677,218 | $0 |
| 2023 | 247 | $12.8M | $602,507 | $0 |
| 2022 | 215 | $11.6M | $484,425 | $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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | ACTUARY | $38,318 | — | $38,318 |
| UBS FINANCIAL SERVICES INC. | TRUSTEE | $33,401 | — | $33,401 |
| HHM CPAS, LLP | ACCOUNTANT | $27,000 | — | $27,000 |
| HHM CPAS | Auditor | $27,000 | — | $27,000 |
| FIRST STATE TRUST COMPANY | TRUSTEE | $12,482 | — | $12,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — TRUSTEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,201
- Estimated Expense Ratio: 1.015% 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 | $156,155 | $33,401 | — | $27,000 | — |
| 2023 | $160,985 | $27,449 | — | $31,000 | — |
| 2022 | $154,364 | — | $34,194 | — | $116,304 |