Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw No. California Food Employers Joint Ind Account
- Sponsor EIN: 680161773
- Sponsor Address: 1000 BURNETT AVENUE, NO 110, CONCORD, CA, 94520
- Plan Type: DC
- Total Participants: 25,465
- Total Assets: $267.1M
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 | 25,465 | $267.1M | $10.8M | $0 |
| 2023 | 24,156 | $254.4M | $11.3M | $0 |
| 2022 | 22,868 | $245.5M | $11.5M | $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 |
|---|---|---|---|---|
| UFCW GROUP ADMINISTRATION LLC | SALARIED ADMINISTRATOR | $1,639,366 | — | $1,639,366 |
| EIDE BAILLY, LLP | NONE | $101,803 | — | $101,803 |
| HUDSON EDGE INVESTMENT PARTNERS | NONE | $98,454 | — | $98,454 |
| SEYFARTH SHAW LLP | NONE | $65,726 | — | $65,726 |
| NORTHERN TRUST | NONE | $61,454 | — | $61,454 |
| WELLINGTON TRUST | NONE | $61,391 | — | $61,391 |
| NEW ENGLAND PENSION CONSULTANTS | NONE | $60,331 | — | $60,331 |
| HORIZON ACTUARIAL CONSULTANTS | NONE | $56,102 | — | $56,102 |
| SEGAL COMPANY | NONE | $55,344 | — | $55,344 |
| UFCW LOCAL UNION 5 | SPONSOR | $41,306 | — | $41,306 |
| UFCW LOCAL UNION 8 | SPONSOR | $30,174 | — | $30,174 |
| MCCRACKEN, STEMERMAN & HOLSBERRY | NONE | $17,730 | — | $17,730 |
| UFCW LOCAL UNION 648 | SPONSOR | $8,278 | — | $8,278 |
| NATIONAL INVESTMENT SERVICES OF AME | NONE | $6,610 | — | $6,610 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UFCW GROUP ADMINISTRATION LLC — SALARIED ADMINISTRATOR
- EIDE BAILLY, LLP — NONE
- SEYFARTH SHAW LLP — NONE
- NEW ENGLAND PENSION CONSULTANTS — NONE
- SEGAL COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,304,069
- Estimated Expense Ratio: 0.863% 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 | $3,683,382 | $1,444,924 | $1,639,366 | $30,590 | — |
| 2023 | $3,559,644 | $1,679,754 | $1,285,119 | $170,003 | — |
| 2022 | $3,249,174 | $1,637,066 | $1,148,362 | — | $371,123 |