Plan Snapshot
- Plan Sponsor: United Furniture Workers Pension Fund A
- Sponsor EIN: 135511877
- Sponsor Address: P.O. BOX 100037, NASHVILLE, TN, 37224
- Plan Type: DB
- Plan Number: 001
- Total Participants: 703
- Total Assets: $251.5M
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 | 703 | $251.5M | $3.8M | $0 |
| 2023 | 759 | $249.8M | $5.6M | $0 |
| 2022 | 832 | $46.5M | $2.9M | $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 |
|---|---|---|---|---|
| CHEIRON INC | Actuary | $159,399 | — | $159,399 |
| ROGOFF & COMPANY P.C | Auditor | $142,784 | — | $142,784 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $135,000 | — | $135,000 |
| PIERSON FERDINAND | ERISA Attorney | $64,406 | — | $64,406 |
| TRUDY SCHUTT | Other Service Provider | $56,302 | — | $56,302 |
| JEANIE EICHER | Other Service Provider | $48,930 | — | $48,930 |
| DEE ANNE WALKER | Other Service Provider | $38,512 | — | $38,512 |
| BLACKSTONE ALTERNATIVE ASSET MANAGE | Investment Advisor | $32,706 | — | $32,706 |
| JPMORGAN CHASE BANK, N.A | Investment Advisor | $31,773 | — | $31,773 |
| STATE STREET GLOBAL ADVISORS | Investment Advisor | $25,742 | — | $25,742 |
| LISA FETZER | Other Service Provider | $20,768 | — | $20,768 |
| FRONTAGE TECHNOLOGIES SOLUTIONS INC | Other Service Provider | $15,397 | — | $15,397 |
| PARAMETRIC DEFENSIVE EQUITY FUND LL | Investment Advisor | $13,954 | — | $13,954 |
| ZOE SIMPSON | Other Service Provider | $10,479 | — | $10,479 |
| PKF O'CONNOR DAVIS ADVISORY LLC | Other Service Provider | $10,085 | — | $10,085 |
| FIRST HORIZON | Other Service Provider | $10,053 | — | $10,053 |
| HERMESHA CUNNINGHAM | Other Service Provider | $7,422 | — | $7,422 |
| HAMILTON LANE | Investment Advisor | $5,395 | — | $5,395 |
| BICC SYSTEMS INC | Other Service Provider | $5,373 | — | $5,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
- JPMORGAN CHASE BANK, N.A — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $834,480
- Estimated Expense Ratio: 0.332% 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 | $1,582,389 | $244,570 | — | $142,784 | — |
| 2023 | $1,591,216 | — | — | $152,877 | — |
| 2022 | $1,321,129 | $248,798 | — | — | $521,847 |