Plan Snapshot
- Plan Sponsor: Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension
- Sponsor EIN: 516031512
- Sponsor Address: 5251 GREEN STREET SUITE 200, MURRAY, UT, 841232996
- Plan Type: DB
- Total Participants: 8,603
- Total Assets: $366.6M
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 | 8,603 | $366.6M | $20.9M | $0 |
| 2023 | 8,046 | $355.5M | $19.8M | $0 |
| 2022 | 8,448 | $333.5M | $20.1M | $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 |
|---|---|---|---|---|
| HENNINGFIELD & ASSOCIATES, INC. | Auditor | $35,978 | — | $35,978 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENNINGFIELD & ASSOCIATES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,978
- Estimated Expense Ratio: 0.010% 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 | $4,062,315 | $1,448,082 | $765,288 | $35,978 | — |
| 2023 | $4,402,249 | $1,387,369 | $765,288 | $38,835 | — |
| 2022 | $3,996,925 | $1,565,156 | $765,288 | — | $727,193 |