Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Local 441 Supplemental Pension Plan
- Sponsor EIN: 636219747
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 328
- Total Assets: $13.7M
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 | 328 | $13.7M | $706,287 | $0 |
| 2023 | 199 | $11.8M | $651,904 | $0 |
| 2022 | 275 | $10.0M | $609,531 | $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 |
|---|---|---|---|---|
| HIGHLAND CAPITAL MANAGEMENT LLC | NONE | $56,251 | — | $56,251 |
| SOUTHERN BENEFIT ADMINISTRATORS | NONE | $50,783 | — | $50,783 |
| U.S. BANK | NONE | $23,422 | — | $23,422 |
| SOUTHERN ACTUARIAL SERVICES | NONE | $13,750 | — | $13,750 |
| DANIELS, IRWIN & AYLOR CPAS | NONE | $13,500 | — | $13,500 |
| BOYD WATTERSON | NONE | — | $13,089 | $13,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK — NONE
- DANIELS, IRWIN & AYLOR CPAS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,795
- Estimated Expense Ratio: 1.250% 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 | $197,159 | $79,674 | $48,000 | $13,500 | — |
| 2023 | $168,103 | $58,538 | $48,000 | $11,300 | — |
| 2022 | $166,294 | $57,906 | $48,000 | — | $34,066 |