# Board Of Trustees Ufcw No. California Food Employers Joint Ind Account DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-no-california-f-joint-individual-account-plan-plan

> Board Of Trustees Ufcw No. California Food Employers Joint Ind Account's DC plan: 25,465 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — SALARIED ADMINISTRATOR

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [NEW ENGLAND PENSION CONSULTANTS](https://planprovider.pro/provider/milliman) — NONE

- [SEGAL COMPANY](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-no-california-f-joint-individual-account-plan-plan)

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