# Board Of Trustees, United Food & Commercial Workers Union Local 152 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-united-food-commercial-workers-union-local-152-plan

> Board Of Trustees, United Food & Commercial Workers Union Local 152's DB plan: 1,525 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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 &](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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|

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