Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ufcw Local 152 Saving
- Sponsor EIN: 236421914
- Sponsor Address: 27 ROLAND AVE, SUITE 100, MOUNT LAUREL, NJ, 080541056
- Plan Type: DC
- Total Participants: 18,762
- Total Assets: $32.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,762 | $32.8M | $1.6M | $782,411 |
| 2023 | 18,121 | $33.2M | $1.1M | $602,131 |
| 2022 | 17,604 | $33.3M | $1.3M | $577,708 |
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 |
|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS & | Auditor | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS & — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,000
- Estimated Expense Ratio: 0.076% 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 | $388,601 | $10,000 | $296,739 | $25,000 | — |
| 2023 | $392,543 | $10,000 | $290,804 | $25,000 | — |
| 2022 | $399,950 | $10,000 | $300,949 | — | $48,298 |