# Board Of Trustees, So Ca Ufcw Unions & Food Employers DB Plan Source: https://planprovider.pro/companies/board-of-trustees-so-ca-ufcw-unions-food-employers-951939092-001 > Board Of Trustees, So Ca Ufcw Unions & Food Employers's DB plan: 55,507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/victory-capital-management-inc) — Investment Advisor - [J.P. MORGAN INVESTMENT MGMT INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [THE SEGAL CO. (WS) INC.](https://planprovider.pro/provider/milliman) — Recordkeeper - [SEYFARTH SHAW](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor - [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/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| ## Similar Plans - [Stater Bros. 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