# United Steelworkers Local 14614 Supplemental Ann Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/united-steelworkers-local-14614-supplemental-ann-board-of-trustees-plan

> United Steelworkers Local 14614 Supplemental Ann Board Of Trustees's DC plan: 753 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [FRANK N HESTAND CPA PSC](https://planprovider.pro/provider/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|

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