# Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan DC Plan
Source: https://planprovider.pro/companies/jt-bd-of-trustees-of-southeastern-carps-millwrights-pension-plan-plan

> Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan's DC plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan

- **Sponsor EIN:** 586080306

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

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$13.9M|$0|

| 2023|2,695|$534.7M|$27.9M|$0|

| 2022|2,882|$467.8M|$28.8M|$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|

| ULLICO INVESTMENT ADVISORS|NONE|$634,538|—|$634,538|

| LOOMIS, SAYLES & COMPANY, L.P.|NONE|$611,216|—|$611,216|

| BOYD WATTERSON ASSET MANAGEMENT|NONE|—|$561,344|$561,344|

| BARROW, HANLEY, MEWHINNEY & STRAUSS|NONE|$409,860|$8,498|$418,358|

| CRESCENT CREDIT SOLUTIONS|NONE|—|$375,472|$375,472|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$295,200|—|$295,200|

| PRUDENTIAL FINANCIAL|NONE|$137,654|$137,646|$275,300|

| BLACKSTONE INFRASTRUCTURE|NONE|—|$185,632|$185,632|

| ASB CAPITAL MANAGEMENT LLC|NONE|$164,158|—|$164,158|

| INTERCONTINENTAL REAL ESTATE CORP.|NONE|—|$162,120|$162,120|

| EAGLE ASSET MANAGEMENT|NONE|$156,882|—|$156,882|

| PACIFIC INCOME ADVISORS|NONE|$151,328|—|$151,328|

| REYNOLDS CONSULTING SERVICES|NONE|$124,660|—|$124,660|

| MACKAY SHIELDS|NONE|$112,570|—|$112,570|

| ARNALL GOLDEN GREGORY|NONE|$93,104|—|$93,104|

| ATLANTA CAPITAL MANAGEMENT|NONE|$88,804|—|$88,804|

| DANIELS, IRWIN & AYLOR CPAS|NONE|$63,850|—|$63,850|

| AMALGAMATED BANK|NONE|$36,096|—|$36,096|

| CALIBRE CPA GROUP PLLC|Auditor|$30,950|—|$30,950|

| ZIEGLER|NONE|$27,704|—|$27,704|

### Verified Provider Profiles

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

- [ULLICO INVESTMENT ADVISORS](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [DANIELS, IRWIN & AYLOR CPAS](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,569,286

### 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|$1,057,479|$885,451|$73,800|$30,950|—|

| 2023|$1,656,965|$1,329,235|$147,600|$31,925|—|

| 2022|$1,568,561|$1,264,289|$147,600|—|$72,769|

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