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 |
|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | Other Service Provider | $765,288 | — | $765,288 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $417,217 | — | $417,217 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $346,429 | — | $346,429 |
| BNY MELLON INVT MGMT / WALTER SCOTT | Other Service Provider | $303,754 | — | $303,754 |
| THE SEGAL COMPANY | Recordkeeper | $193,527 | — | $193,527 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $180,000 | — | $180,000 |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD | Other Service Provider | $166,756 | — | $166,756 |
| US BANK | Recordkeeper | $165,990 | — | $165,990 |
| CHAMPLAIN INVESTMENT PARTNERS LLC | Other Service Provider | $160,091 | — | $160,091 |
| PRUDENTIAL INSURANCE COMPANY OF AM | Recordkeeper | $113,997 | — | $113,997 |
| SEYFARTH SHAW | Investment Advisor | $46,957 | — | $46,957 |
| ACADIAN ASSET MANAGEMENT COMPANY | Other Service Provider | $45,533 | — | $45,533 |
| HENNINGFIELD & ASSOCIATES, INC. | Auditor | $35,978 | — | $35,978 |
| MCCRAKEN,STEMERMAN AND HOLSBERRY | Other Service Provider | $31,327 | — | $31,327 |
| DFA - THE SMALL CAP SUBTRUST | Other Service Provider | $27,660 | — | $27,660 |
| BLACK ROCK INSTITUTIONAL | Other Service Provider | $25,000 | — | $25,000 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $19,346 | — | $19,346 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- THE SEGAL COMPANY — Recordkeeper
- US BANK — Recordkeeper
- PRUDENTIAL INSURANCE COMPANY OF AM — Recordkeeper
- SEYFARTH SHAW — Investment Advisor
- HENNINGFIELD & ASSOCIATES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,044,850
- Estimated Expense Ratio: 0.830% 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 |