# Board Of Trustees, Ufcw Local 152 Saving DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-152-saving-plan

> Board Of Trustees, Ufcw Local 152 Saving's DC plan: 18,762 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, 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 &](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-local-152-saving-plan)

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