# Board Of Trustees Ufcw Local 2013 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-local-2013-annuity-fund-plan

> Board Of Trustees Ufcw Local 2013 Annuity Fund's DC plan: 5,671 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 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](https://planprovider.pro/provider/schultheis-and-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|

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