Plan Snapshot
- Plan Sponsor: United Steelworkers Local 14614 Supplemental Ann Board Of Trustees
- Sponsor EIN: 550549322
- Sponsor Address: 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 40503
- Plan Type: DC
- Total Participants: 753
- Total Assets: $8.0M
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 | 753 | $8.0M | $845,830 | $0 |
| 2023 | 517 | $7.6M | $651,492 | $0 |
| 2022 | 676 | $7.0M | $525,367 | $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 |
|---|---|---|---|---|
| BENEFIT SOLUTIONS INC. | NONE | $74,236 | — | $74,236 |
| MORGAN STANLEY SMITH BARNEY | NONE | $24,799 | — | $24,799 |
| UMR | NONE | $19,388 | — | $19,388 |
| FRANK N HESTAND CPA PSC | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — NONE
- FRANK N HESTAND CPA PSC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,423
- Estimated Expense Ratio: 1.542% 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 | $141,049 | $24,799 | $19,388 | $5,000 | — |
| 2023 | $128,999 | $24,040 | $18,266 | $5,016 | — |
| 2022 | $134,690 | $33,005 | $13,697 | — | $12,889 |