Plan Snapshot
- Plan Sponsor: Board Of Trustees Ufcw Northeast Retirement 401k Fund
- Sponsor EIN: 933568471
- Sponsor Address: 290 POST ROAD WEST, WESTPORT, CT, 068804703
- Plan Type: DC
- Total Participants: 980
- Total Assets: $796,566
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 | 980 | $796,566 | $820,247 | $68,896 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | NONE | $41,130 | — | $41,130 |
| BLITMAN & KING ATTORNEYS | NONE | $13,706 | — | $13,706 |
| NOVAK FRANCELLA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,836
- Estimated Expense Ratio: 6.884% 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 | $75,000 | $3,750 | $13,985 | — | — |