Plan Snapshot
- Plan Sponsor: Bd Of Trustees Ufcw Consolidated Pension Fund
- Sponsor EIN: 586101602
- Sponsor Address: 1740 PHOENIX PARKWAY, ATLANTA, GA, 303495421
- Plan Type: DB
- Total Participants: 166,161
- Total Assets: $5.6B
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 | 166,161 | $5.6B | $60.6M | $0 |
| 2023 | 184,887 | $5.5B | $18.4M | $0 |
| 2022 | 191,597 | $5.4B | $43.1M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $333,118 | — | $333,118 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,118
- Estimated Expense Ratio: 0.006% 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 | $63,039,818 | $46,312,128 | $5,065,846 | $333,118 | — |
| 2023 | $45,719,944 | $30,245,996 | $4,023,725 | $218,953 | — |
| 2022 | $50,863,348 | $36,663,255 | $3,216,648 | — | $1,783,782 |