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
- 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. |
|---|---|---|---|---|
| 2025 | 55,507 | $6.5B | $0 | $0 |
| 2024 | 54,456 | $5.2B | $0 | $0 |
| 2023 | 51,823 | $4.9B | $0 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $100,725 | — | $100,725 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $100,725
- Estimated Expense Ratio: 0.002% 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 |
|---|---|---|---|---|---|
| 2025 | $35,012,935 | $16,296,785 | — | $100,725 | — |
| 2024 | $30,745,689 | $12,878,322 | — | $109,750 | — |
| 2023 | $29,662,269 | $12,617,775 | — | — | $3,451,580 |