Plan Snapshot
- Plan Sponsor: Board Of Trustees, So Ca Ufcw Unions & Food Employers
- Sponsor EIN: 951939092
- Sponsor Address: 6425 KATELLA AVE, CYPRESS, CA, 90630
- Plan Type: DB
- Plan Number: 001
- Total Participants: 55,507
- Total Assets: $6.5B
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 | 55,507 | $6.5B | $305.0M | $0 |
| 2023 | 54,456 | $5.2B | $310.4M | $0 |
| 2022 | 51,823 | $4.9B | $316.0M | $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 |
|---|---|---|---|---|
| SC UFCW ADMINISTRATION LLC | Other Service Provider | $6,702,529 | — | $6,702,529 |
| BNY MELLON INVESTMENT ADVISER INC | Other Service Provider | $1,342,937 | — | $1,342,937 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $1,156,322 | — | $1,156,322 |
| VICTORY CAPITAL | Investment Advisor | $946,469 | — | $946,469 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $889,154 | — | $889,154 |
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $859,757 | — | $859,757 |
| KAYNE ANDERSON RUDNICK INV MGMT | Other Service Provider | $831,528 | — | $831,528 |
| J.P. MORGAN INVESTMENT MGMT INC. | Recordkeeper | $831,003 | — | $831,003 |
| ARTISAN PARTNERS | Other Service Provider | $719,264 | — | $719,264 |
| THE SEGAL CO. (WS) INC. | Recordkeeper | $673,137 | — | $673,137 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $542,266 | — | $542,266 |
| DRA ADVISORS | Other Service Provider | $501,928 | — | $501,928 |
| GAUGE CAPITAL LLC | Other Service Provider | $492,173 | — | $492,173 |
| NORTHERN TRUST CAPITAL MANAGEMENT | Other Service Provider | $412,324 | — | $412,324 |
| SCHWARTZ, STEINSAPIR, DOHRMANN | Other Service Provider | $391,496 | — | $391,496 |
| CS MCKEE | Other Service Provider | $341,530 | — | $341,530 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $330,682 | — | $330,682 |
| NORTHERN TRUST COMPANY | Other Service Provider | $308,842 | — | $308,842 |
| ROCKPOINT R.E. PARALLEL FUND VI, LP | Other Service Provider | $272,214 | — | $272,214 |
| UBS REALTY INVESTORS LLC | Other Service Provider | $253,969 | — | $253,969 |
| SEYFARTH SHAW | Investment Advisor | $245,831 | — | $245,831 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | — | $149,277 | $149,277 |
| ROCKPOINT REAL ESTATE FUND V, LP | Other Service Provider | $101,347 | — | $101,347 |
| MILLER KAPLAN ARASE LLP | Auditor | $100,725 | — | $100,725 |
| WELLS FARGO BANK NA | Other Service Provider | $60,126 | — | $60,126 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $58,830 | — | $58,830 |
| FLAGSHIP PIONEERING FUND INC | Other Service Provider | $44,157 | — | $44,157 |
| MCR HOSPITALITY FUND IV QP LP | Other Service Provider | $28,110 | — | $28,110 |
| ABEL NOSER SOLUTIONS | Other Service Provider | $16,537 | — | $16,537 |
| ESTANCIA CAPITAL MANAGEMENT | Other Service Provider | $10,563 | — | $10,563 |
| ULLICO | Other Service Provider | $9,046 | — | $9,046 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | Other Service Provider | $6,539 | — | $6,539 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICTORY CAPITAL — Investment Advisor
- J.P. MORGAN INVESTMENT MGMT INC. — Recordkeeper
- THE SEGAL CO. (WS) INC. — Recordkeeper
- SEYFARTH SHAW — Investment Advisor
- MARSH & MCLENNAN AGENCY LLC — Investment Advisor
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,630,612
- Estimated Expense Ratio: 0.302% 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 | $35,012,935 | $16,296,785 | — | $100,725 | — |
| 2023 | $30,745,689 | $12,878,322 | — | $109,750 | — |
| 2022 | $29,662,269 | $12,617,775 | — | — | $3,451,580 |