Plan Snapshot
- Plan Sponsor: Plumbers & Steamfitters Local 150 Pension Fund
- Sponsor EIN: 586116699
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 597
- Total Assets: $166.0M
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 | 597 | $166.0M | $6.3M | $0 |
| 2023 | 631 | $155.9M | $7.2M | $0 |
| 2022 | 728 | $141.7M | $8.4M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY | Recordkeeper | $176,819 | — | $176,819 |
| SOUTHERN BENEFIT ADMINISTRATORS INC | Other Service Provider | $78,900 | — | $78,900 |
| J.P. MORGAN ASSET MANAGEMENT | Recordkeeper | $66,898 | — | $66,898 |
| NEWTOWER TRUST | Other Service Provider | — | $56,008 | $56,008 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $53,153 | — | $53,153 |
| ROTHSCHILD ASSET MANAGEMENT | Other Service Provider | $52,169 | — | $52,169 |
| ALLIANCE BERNSTEIN | Other Service Provider | $50,984 | — | $50,984 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $48,455 | — | $48,455 |
| ARNALL GOLDEN GREGORY LLP | Other Service Provider | $39,515 | — | $39,515 |
| LAZARD MANAGEMENT | Other Service Provider | $37,876 | — | $37,876 |
| THORNBURG INVESTMENT MANAGEMENT | Other Service Provider | $35,054 | — | $35,054 |
| DANIELS, IRWIN & AYLOR | Auditor | $23,600 | — | $23,600 |
| D F DENT & COMPANY | Other Service Provider | $14,089 | — | $14,089 |
| JANUS HENDERSON INVESTORS | Other Service Provider | $13,574 | — | $13,574 |
| KAYNE ANDERSON RUDNICK | Other Service Provider | $13,107 | — | $13,107 |
| THOMPSON SIEGEL & WALMSLEY LLC | Other Service Provider | $12,131 | — | $12,131 |
| REGIONS BANK | Other Service Provider | $9,725 | — | $9,725 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $5,995 | — | $5,995 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Recordkeeper
- J.P. MORGAN ASSET MANAGEMENT — Recordkeeper
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $788,052
- Estimated Expense Ratio: 0.475% 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 | $891,508 | $526,860 | $66,000 | $23,600 | — |
| 2023 | $912,229 | $520,693 | $66,000 | $21,900 | — |
| 2022 | $899,763 | $538,154 | $66,000 | — | $103,593 |