Plan Snapshot
- Plan Sponsor: Board Of Trustees, Ufcw No. California Employers Joint Pension Plan
- Sponsor EIN: 946313554
- Sponsor Address: 1000 BURNETT AVE SUITE 110, CONCORD, CA, 94520
- Plan Type: DB
- Total Participants: 39,903
- Total Assets: $2.9B
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 | 39,903 | $2.9B | $205.5M | $0 |
| 2023 | 43,053 | $2.9B | $211.5M | $0 |
| 2022 | 46,714 | $3.0B | $221.1M | $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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $153,993 | — | $153,993 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,993
- Estimated Expense Ratio: 0.005% 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 | $43,308,612 | $25,510,758 | $6,527,307 | $153,993 | — |
| 2023 | $46,031,868 | $29,373,631 | $6,747,555 | $910,594 | — |
| 2022 | $41,460,808 | $25,238,822 | $6,510,846 | — | $3,645,285 |