Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ufcw No 431 Voluntary Death Benefit Plan
- Sponsor EIN: 421182357
- Sponsor Address: 2411 W CENTRAL PARK AVE, DAVENPORT, IA, 52804
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,460
- Total Assets: $164,669
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. |
|---|---|---|---|---|
| 2025 | 2,460 | $164,669 | $0 | $0 |
| 2023 | 2,112 | $187,573 | $0 | $4,796 |
| 2022 | 1,894 | $195,279 | $0 | $14,032 |
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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $4,350 | — | $4,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,350
- Estimated Expense Ratio: 2.642% 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 |
|---|---|---|---|---|---|
| 2025 | $15,040 | — | $700 | $4,350 | — |
| 2023 | $4,581 | — | — | $4,075 | — |
| 2022 | $3,066 | — | — | — | $2,400 |