# The Board Of Trustees Usw Industry 401k Fund 401(k) Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-usw-industry-401k-fund-401k-plan

> The Board Of Trustees Usw Industry 401k Fund's 401(k) plan: 8,869 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Usw Industry 401k Fund

- **Sponsor EIN:** 621564649

- **Sponsor Address:** 1101 KERMIT DR, STE 800, NASHVILLE, TN, 37217

- **Plan Type:** 401(k)

- **Total Participants:** 8,869

- **Total Assets:** $398.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|8,869|$398.2M|$9.1M|$12.4M|

| 2023|8,726|$376.7M|$9.2M|$14.4M|

| 2022|8,460|$341.8M|$8.4M|$12.4M|

## 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|

| PACE INDUSTRY UNION-MGT. PENSION FU|SERVICE PROVIDER|$866,750|—|$866,750|

| LEGACY PROFESSIONALS LLP|SERVICE PROVIDER|$85,684|—|$85,684|

| BREDHOFF & KAISER, PLLC|SERVICE PROVIDER|$63,000|—|$63,000|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORD KEEPER|$60,277|—|$60,277|

| USW INDUSTRY 401(K) PLAN|CONTRACT ADMINISTRATOR|$32,250|—|$32,250|

| CHERRY BEKAERT, LLP|SERVICE PROVIDER|$27,195|—|$27,195|

| MORGAN STANLEY|SERVICE PROVIDER|$26,250|—|$26,250|

| SEGAL SELECT INSURANCE SERVICES, IN|SERVICE PROVIDER|—|$8,436|$8,436|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — SERVICE PROVIDER

- [BREDHOFF & KAISER, PLLC](https://planprovider.pro/provider/bredhoff-and-kaiser) — SERVICE PROVIDER

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,169,842

- **Estimated Expense Ratio:** 0.294% 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|$961,165|$35,000|$652,101|$119,524|—|

| 2023|$1,385,768|$28,135|$1,072,590|$153,080|—|

| 2022|$517,404|$15,000|—|—|$196,979|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-usw-industry-401k-fund-401k-plan)

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