# Local 666 Benefit Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/local-666-benefit-trust-fund-540848799-501

> Local 666 Benefit Trust Fund's 401(k) plan: 1,165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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