# Board Of Trustees Ufcw Northeast Retirement 401k Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-northeast-retirement-401k-fund-plan

> Board Of Trustees Ufcw Northeast Retirement 401k Fund's DC plan: 980 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

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