# Trustees - U. A. Local Union No. 614 Pension Plan DC Plan
Source: https://planprovider.pro/companies/trustees-u-a-local-union-no-614-pension-plan-626085904-001

> Trustees - U. A. Local Union No. 614 Pension Plan's DC plan: 1,978 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - U. A. Local Union No. 614 Pension Plan

- **Sponsor EIN:** 626085904

- **Sponsor Address:** 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 37072

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 1,978

- **Total Assets:** $203.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,978|$203.6M|$9.2M|$0|

| 2023|1,609|$195.6M|$9.8M|$0|

| 2022|1,248|$166.1M|$6.6M|$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|Other Service Provider|$647,745|—|$647,745|

| UA LOCAL UNION NO 614 PENSION FUND|Other Service Provider|$467,084|—|$467,084|

| NOVARA TESIJA & CATENACCI, PLLC|Other Service Provider|$82,485|—|$82,485|

| SOUTHERN BENEFIT ADMINISTRATORS INC|Other Service Provider|$75,400|—|$75,400|

| REYNOLDS CONSULTING SERVICES|Other Service Provider|$52,369|—|$52,369|

| NEEDLES & ASSOICATES, LLC|Other Service Provider|$52,174|—|$52,174|

| REGIONS BANK|Other Service Provider|$8,608|—|$8,608|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,385,865

- **Estimated Expense Ratio:** 0.681% 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|$1,079,660|$700,112|$66,000|$51,834|—|

| 2023|$990,517|$576,218|$66,000|$39,381|—|

| 2022|$746,317|$554,590|$65,669|—|$105,486|

## Similar Plans

- [Ars Acquisitions Holdings, LLC](https://planprovider.pro/companies/ars-acquisitions-holdings-llc-401k-plan) — 4,606 participants

- [Lee Company](https://planprovider.pro/companies/lee-company-401k-plan) — 1,386 participants

- [Trustees Of Plumbers And Pipefitters Local Union No. 572 Pension Fund](https://planprovider.pro/companies/trustees-of-plumbers-and-pipefitters-local-union-no-572-pension-fund-626102837-001) — 1,375 participants

- [Board Of Trustees, Plumbers & Steamfitters Union Local No. 10](https://planprovider.pro/companies/board-of-trustees-plumbers-steamfitters-union-local-no-10-plan-001) — 1,293 participants

- [Plumbers & Pipefitters L.U. No. 572 Health & Welfare Fund](https://planprovider.pro/companies/plumbers-pipefitters-l-u-no-572-health-welfare-fund-620786559-501) — 1,180 participants

- [Bd Of Trustees - Plumbers & Steam- Fitters Local 184 Supplemental](https://planprovider.pro/companies/bd-of-trustees-plumbers-steam-fitters-local-184-supplemental-plan) — 930 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-u-a-local-union-no-614-pension-plan-626085904-001)

© 2026 PlanProvider.Pro