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
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $1.9M | $0 | $0 |
| 2024 | 0 | $1.8M | $0 | $0 |
| 2023 | 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 |
|---|---|---|---|---|
| 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 — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,050
- Estimated Expense Ratio: 0.904% 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 | $337,588 | — | $205,000 | $17,050 | — |
| 2024 | $268,305 | — | $203,033 | $16,800 | — |
| 2023 | $262,400 | — | $193,200 | — | $57,690 |