Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw Local 2013 Pension Fund
- Sponsor EIN: 131975910
- Sponsor Address: 9235 4TH AVENUE, BROOKLYN, NY, 11209
- Plan Type: DB
- Total Participants: 0
- Total Assets: $485,634
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. |
|---|---|---|---|---|
| 2024 | 0 | $485,634 | $0 | $0 |
| 2023 | 1,537 | $507,161 | $0 | $0 |
| 2022 | 1,565 | $526,413 | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $35,000 | — | $35,000 |
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: $35,000
- Estimated Expense Ratio: 7.207% 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 | $143,442 | — | $24,066 | $35,000 | — |
| 2023 | $144,187 | — | $37,772 | $46,000 | — |
| 2022 | $166,327 | — | $63,876 | — | $60,996 |