Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw Local 2013 Annuity Fund
- Sponsor EIN: 112457157
- Sponsor Address: 9235 4TH AVENUE, BROOKLYN, NY, 11209
- Plan Type: DC
- Total Participants: 5,671
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,671 | $34.8M | $3.5M | $0 |
| 2023 | 5,516 | $30.8M | $3.1M | $0 |
| 2022 | 4,734 | $27.0M | $3.0M | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | Auditor | $62,000 | — | $62,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,000
- Estimated Expense Ratio: 0.178% 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 | $751,547 | $493,417 | $89,710 | $62,000 | — |
| 2023 | $801,300 | $514,554 | $134,745 | $48,000 | — |
| 2022 | $739,598 | $473,859 | $127,046 | — | $54,151 |