# 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-plan

> Trustees - U. A. Local Union No. 614 Pension Plan's DC plan: 1,978 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/needles-and-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|

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