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
- 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. |
|---|---|---|---|---|
| 2025 | 1,978 | $203.6M | $0 | $0 |
| 2024 | 1,609 | $195.6M | $0 | $0 |
| 2023 | 1,248 | $166.1M | $0 | $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 |
|---|---|---|---|---|
| NEEDLES & ASSOCIATES, LLC | Auditor | $51,834 | — | $51,834 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEEDLES & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,834
- Estimated Expense Ratio: 0.025% 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 |
|---|---|---|---|---|---|
| 2025 | $1,079,660 | $700,112 | $66,000 | $51,834 | — |
| 2024 | $990,517 | $576,218 | $66,000 | $39,381 | — |
| 2023 | $746,317 | $554,590 | $65,669 | — | $105,486 |