# Board Of Trustees, Felra & Ufcw Pension DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-felra-ufcw-pension-plan

> Board Of Trustees, Felra & Ufcw Pension's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-felra-ufcw-pension-plan)

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