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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER HELM LLP | Auditor | $62,878 | — | $62,878 |
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: $62,878
- Estimated Expense Ratio: 0.008% 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 |