Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ufcw Local 655, Food Employers Joint Pension Plan
- Sponsor EIN: 436058365
- Sponsor Address: 300 WEIDMAN ROAD, BALLWIN, MO, 630114433
- Plan Type: DB
- Total Participants: 6,048
- Total Assets: $779.9M
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 | 6,048 | $779.9M | $7.8M | $0 |
| 2023 | 6,550 | $765.3M | $9.3M | $0 |
| 2022 | 7,157 | $749.0M | $10.5M | $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 |
|---|---|---|---|---|
| MARCO CONSULTING GROUP | Other Service Provider | $215,000 | — | $215,000 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $203,064 | — | $203,064 |
| SUSAN PERNEY | Other Service Provider | $158,577 | — | $158,577 |
| BOSTON TRUST WALDEN COMPANY | Other Service Provider | $149,480 | — | $149,480 |
| FORT WASHINGTON INVESTMENT ADVISORS | Other Service Provider | $139,194 | — | $139,194 |
| THE SEGAL COMPANY | Other Service Provider | $134,844 | — | $134,844 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $126,519 | — | $126,519 |
| SEGALL BRYANT HAMILL | Other Service Provider | $118,138 | — | $118,138 |
| FRONTIER CAPITAL MANAGEMENT COMPANY | Other Service Provider | $108,120 | — | $108,120 |
| COMERICA BANK | Other Service Provider | $107,132 | — | $107,132 |
| MCI PRINTING INC | Other Service Provider | $90,314 | — | $90,314 |
| REINHART LAW OFFICE | Other Service Provider | $86,282 | — | $86,282 |
| UFCW LOCAL 655 | Other Service Provider | $68,550 | — | $68,550 |
| TONIA WOLFF | Other Service Provider | $65,725 | — | $65,725 |
| SMITH GRAHAM & CO | Other Service Provider | $63,876 | — | $63,876 |
| COMERICA BANK | Other Service Provider | $56,723 | — | $56,723 |
| KAITLYN M MCCRARY | Other Service Provider | $50,394 | — | $50,394 |
| ANDERS MINKLER HUBER HELM LLP | Auditor | $43,078 | — | $43,078 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $43,074 | — | $43,074 |
| HAMMOND & SHINNERS PC | Other Service Provider | $29,361 | — | $29,361 |
| WESTERHEIDE & COMPANY | Other Service Provider | $19,800 | — | $19,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER HELM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,077,245
- Estimated Expense Ratio: 0.266% 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 | $3,649,051 | $2,011,658 | — | $62,878 | — |
| 2023 | $3,423,568 | $1,817,349 | — | $68,301 | — |
| 2022 | $4,007,818 | $2,211,761 | — | — | $589,563 |