Plan Snapshot
- Plan Sponsor: Board Of Trustees-Ufcw Local 174 Retail Pension Fund
- Sponsor EIN: 131845497
- Sponsor Address: PO BOX 1028, WEST TRENTON, NJ, 086281020
- Plan Type: DB
- Total Participants: 0
- Total Assets: $872,222
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 | $872,222 | $0 | $0 |
| 2024 | 0 | $954,780 | $0 | $0 |
| 2023 | 0 | $953,258 | $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 | $14,300 | — | $14,300 |
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: $14,300
- Estimated Expense Ratio: 1.639% 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 | $108,312 | — | $62,600 | $14,300 | — |
| 2024 | $111,460 | — | $62,007 | $13,000 | — |
| 2023 | $114,041 | — | $63,960 | — | $39,155 |