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

> Board Of Trustees-Ufcw Local 174 Retail Pension Fund's DB plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](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:** $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|

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