Plan Snapshot
- Plan Sponsor: Southeast Laborers Training And Apprenticeship Fund
- Sponsor EIN: 586112929
- Sponsor Address: 401 COMMERCE ST STE 5300, NASHVILLE, TN, 372192506
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,821
- Total Assets: $13.0M
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 | 4,821 | $13.0M | $4.3M | $0 |
| 2023 | 4,293 | $11.2M | $3.1M | $0 |
| 2022 | 4,180 | $10.5M | $3.2M | $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 |
|---|---|---|---|---|
| APRIL THOMAS | Other Service Provider | $164,750 | — | $164,750 |
| RICKY FARNER | Other Service Provider | $90,562 | — | $90,562 |
| RANDALL E RICKMAN | Other Service Provider | $89,377 | — | $89,377 |
| KENNETH R KIENTZEL JR | Other Service Provider | $78,496 | — | $78,496 |
| TED SOILEAU CPA LLC | Auditor | $72,765 | — | $72,765 |
| ROBERT KELLY | Other Service Provider | $72,169 | — | $72,169 |
| DILLON M WILSON | Other Service Provider | $70,004 | — | $70,004 |
| DONNA J WEATHERFORD | Other Service Provider | $69,298 | — | $69,298 |
| COREY M BUCK | Other Service Provider | $68,116 | — | $68,116 |
| MICHAEL B MESSAMORE | Other Service Provider | $68,116 | — | $68,116 |
| CHRISTOPHER R BROWN | Other Service Provider | $66,458 | — | $66,458 |
| RODNEY D BOND | Other Service Provider | $66,446 | — | $66,446 |
| ALLEN D PARHAM | Other Service Provider | $39,060 | — | $39,060 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $36,000 | — | $36,000 |
| LIBBY SACCOCCIA | Other Service Provider | $32,788 | — | $32,788 |
| JERRY W REPKA II | Other Service Provider | $30,000 | — | $30,000 |
| GREGORY S TACKETT | Other Service Provider | $26,250 | — | $26,250 |
| BRIAN PALMER | Other Service Provider | $17,500 | — | $17,500 |
| UBS FINANCIAL SERVICES | Custodian / Trustee | $16,501 | — | $16,501 |
| BRANSTETTER STRANCH & JENNINGS PLLC | ERISA Attorney | $10,856 | — | $10,856 |
| SYDNEY Y HANSEN | Other Service Provider | $5,288 | — | $5,288 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,190,800
- Estimated Expense Ratio: 9.184% 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 | $2,819,843 | $16,501 | $36,000 | $72,765 | — |
| 2023 | $2,678,299 | $13,802 | $42,875 | $81,187 | — |
| 2022 | $3,101,679 | $12,730 | $26,500 | — | $70,634 |