Plan Snapshot
- Plan Sponsor: Local 666 Benefit Trust Fund
- Sponsor EIN: 540848799
- Sponsor Address: 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 37072
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,165
- Total Assets: $40.7M
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 | 1,165 | $40.7M | $16.8M | $1.1M |
| 2023 | 1,063 | $35.7M | $14.5M | $1.1M |
| 2022 | 1,263 | $32.7M | $19.8M | $1.1M |
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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | Other Service Provider | $225,000 | — | $225,000 |
| THE SEGAL COMPANY | Other Service Provider | $182,802 | — | $182,802 |
| RICHMOND CAPITAL MANAGEMENT | Other Service Provider | $64,910 | — | $64,910 |
| WITHUM SMITH BROWN | Other Service Provider | $51,914 | — | $51,914 |
| SEMO LAW GROUP | Other Service Provider | $40,897 | — | $40,897 |
| CALIBRE CPA GROUP, PLLC | Auditor | $25,122 | — | $25,122 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $16,996 | — | $16,996 |
| MURPHY ANDERSON, PLLC | Other Service Provider | $5,303 | — | $5,303 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $612,944
- Estimated Expense Ratio: 1.506% 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 | $721,801 | $81,906 | $225,000 | $25,122 | — |
| 2023 | $662,741 | $75,779 | $216,000 | $24,887 | — |
| 2022 | $631,988 | $70,537 | $216,000 | — | $221,874 |