Plan Snapshot
- Plan Sponsor: Board Of Trustees-Ufcw Local 174 Commercial Pension
- Sponsor EIN: 133563111
- Sponsor Address: 1845 WALNUT STREET, 10TH FLOOR, PHILADELPHIA, PA, 19103
- Plan Type: DB
- Total Participants: 0
- Total Assets: $428,645
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 | 0 | $428,645 | $0 | $0 |
| 2023 | 0 | $469,143 | $0 | $0 |
| 2022 | 1,413 | $456,823 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,000
- Estimated Expense Ratio: 6.999% 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 | $205,953 | — | $112,277 | $30,000 | — |
| 2023 | $280,363 | — | $118,414 | $30,000 | — |
| 2022 | $410,839 | — | $124,591 | — | $90,531 |