# Southeast Laborers Training And Apprenticeship Fund 401(k) Plan
Source: https://planprovider.pro/companies/southeast-laborers-training-and-apprenticeship-fund-586112929-501

> Southeast Laborers Training And Apprenticeship Fund's 401(k) plan: 4,821 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ubs-financial-services-inc) — 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|

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