# Board Of Trustees-Ufcw Local 174 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-174-pension-fund-136219542-001

> Board Of Trustees-Ufcw Local 174 Pension Fund's DB plan: 0 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 174 Pension Fund

- **Sponsor EIN:** 136219542

- **Sponsor Address:** PO BOX 1028, WEST TRENTON, NJ, 086281020

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $1.9M

## 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|$1.9M|$0|$0|

| 2023|0|$1.8M|$0|$0|

| 2022|0|$1.8M|$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|

| I. E. SHAFFER & COMPANY|Other Service Provider|$205,000|—|$205,000|

| COHEN, WEISS, & SIMON LLP|Other Service Provider|$81,506|—|$81,506|

| LARRY MAGARIK|Other Service Provider|$19,980|—|$19,980|

| NOVAK FRANCELLA, LLC|Auditor|$17,050|—|$17,050|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $323,536

- **Estimated Expense Ratio:** 17.153% 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|$337,588|—|$205,000|$17,050|—|

| 2023|$268,305|—|$203,033|$16,800|—|

| 2022|$262,400|—|$193,200|—|$57,690|

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