Plan Snapshot
- Plan Sponsor: Board Of Trustees, Felra & Ufcw Pension
- Sponsor EIN: 526128473
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459
- Plan Type: DB
- Total Participants: 0
- Total Assets: $1.4B
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 | 0 | $1.4B | $0 | $0 |
| 2023 | 0 | $1.4B | $0 | $0 |
| 2022 | 0 | $1.4B | $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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS, LLC | NONE | $3,246,331 | — | $3,246,331 |
| LOOMIS SAYLES & COMPANY, LP | NONE | $927,818 | — | $927,818 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $286,008 | — | $286,008 |
| CHEIRON, INC. | NONE | $227,646 | — | $227,646 |
| SLEVIN & HART | NONE | $202,424 | — | $202,424 |
| PNC | NONE | $202,220 | — | $202,220 |
| SEGALL, BRYANT & HAMILL | NONE | $142,807 | — | $142,807 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $127,700 | — | $127,700 |
| INTERCONTINENTAL REAL ESTATE CORP. | NONE | $111,944 | — | $111,944 |
| SEGAL SELECT INSURANCE SERVICES | NONE | — | $73,131 | $73,131 |
| RYAN ALM, INC. | NONE | $50,000 | — | $50,000 |
| GROOM LAW GROUP | NONE | $46,518 | — | $46,518 |
| COMERICA | NONE | $45,227 | — | $45,227 |
| NOVAK FRANCELLA, LLC | Auditor | $423 | — | $423 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — NONE
- GROOM LAW GROUP — NONE
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,690,197
- Estimated Expense Ratio: 0.398% 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 | $7,687,897 | $1,922,949 | $3,246,331 | $423 | — |
| 2023 | $7,619,797 | $1,842,409 | $3,243,836 | $76,300 | — |
| 2022 | $6,553,118 | $761,682 | $3,283,922 | — | $546,601 |