# Joint Board Of Administration Iatse , Mpt, A & Ac, Local No. 46 DB Plan
Source: https://planprovider.pro/companies/joint-board-of-administration-iatse-mpt-a-ac-local-no-46-plan

> Joint Board Of Administration Iatse , Mpt, A & Ac, Local No. 46's DB plan: 272 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

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

## Similar Plans

- [Face Amusement Group, INC.](https://planprovider.pro/companies/face-amusement-group-inc-401k-plan) — 210 participants

- [Fairfield Glade Community Club](https://planprovider.pro/companies/fairfield-glade-community-club-401k-plan) — 374 participants

- [Lakeland Golf Co.](https://planprovider.pro/companies/lakeland-golf-co-401k-plan) — 18 participants

- [Core & More, INC.](https://planprovider.pro/companies/core-more-inc-401k-plan) — 11 participants

- [Boren, INC.](https://planprovider.pro/companies/boren-inc-401k-plan) — 6 participants

- [Kelsoe Enterprises, INC.](https://planprovider.pro/companies/kelsoe-enterprises-inc-plan) — 5 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-administration-iatse-mpt-a-ac-local-no-46-plan)

© 2026 PlanProvider.Pro