Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Ufcw Unions And Employers Legal Assistance Fund
- Sponsor EIN: 581370485
- Sponsor Address: 1740 PHOENIX PARKWAY, ATLANTA, GA, 30249
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 15,695
- Total Assets: $637,951
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 | 15,695 | $637,951 | $1.5M | $0 |
| 2023 | 13,070 | $908,806 | $1.5M | $0 |
| 2022 | 15,467 | $911,456 | $1.1M | $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 |
|---|---|---|---|---|
| LISA HEATH | Other Service Provider | $201,339 | — | $201,339 |
| HADLEY RECOR | Other Service Provider | $124,095 | — | $124,095 |
| MARK HINDS | Other Service Provider | $116,280 | — | $116,280 |
| MYIA ROBINSON | Other Service Provider | $107,856 | — | $107,856 |
| STANLEY JOHNSON | Other Service Provider | $96,296 | — | $96,296 |
| UFCW BENEFITS ADMINISTRATION LLC | Recordkeeper | $82,201 | — | $82,201 |
| SLEVIN & HART | ERISA Attorney | $77,024 | — | $77,024 |
| CHARBE DUNCAN | Other Service Provider | $67,757 | — | $67,757 |
| MONZERRATH MEDINA | Other Service Provider | $50,468 | — | $50,468 |
| TAYLOR GRAY | Other Service Provider | $45,429 | — | $45,429 |
| ANGELA DAVIS | Other Service Provider | $35,560 | — | $35,560 |
| CALIBRE CPA GROUP, PLLC | Auditor | $34,267 | — | $34,267 |
| BRITTANY LUCAS | Other Service Provider | $32,397 | — | $32,397 |
| MICHELLE HOLLIDAY | Other Service Provider | $28,492 | — | $28,492 |
| J. PR & ASSOCIATES | Other Service Provider | $10,910 | — | $10,910 |
| BHA CONSULTING | Other Service Provider | $5,617 | — | $5,617 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — ERISA Attorney
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,115,988
- Estimated Expense Ratio: 174.933% 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 | $514,025 | — | $82,201 | $34,267 | — |
| 2023 | $481,543 | — | — | $21,071 | — |
| 2022 | $472,590 | — | — | — | $111,351 |