Plan Snapshot
- Plan Sponsor: Board Of Trustees, United Food & Commercial Workers Union Local 152
- Sponsor EIN: 236209656
- Sponsor Address: 27 ROLAND AVENUE, SUITE 100, MOUNT LAUREL, NJ, 080541056
- Plan Type: DB
- Total Participants: 1,525
- Total Assets: $521.2M
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 | 1,525 | $521.2M | $0 | $0 |
| 2023 | 1,478 | $237.9M | $0 | $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 |
|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS & | Auditor | $45,000 | — | $45,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS & — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,000
- Estimated Expense Ratio: 0.009% 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 | $2,635,852 | $845,318 | $530,259 | $45,000 | — |
| 2023 | $2,579,029 | $1,073,918 | $526,536 | — | $480,614 |