# Brd Of Ttees Ufcw Local One 401(K) Savings Plan DC Plan
Source: https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-401-k-savings-plan-plan

> Brd Of Ttees Ufcw Local One 401(K) Savings Plan's DC plan: 9,699 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brd Of Ttees Ufcw Local One 401(K) Savings Plan

- **Sponsor EIN:** 166184130

- **Sponsor Address:** 5911 AIRPORT ROAD, ORISKANY, NY, 134243904

- **Plan Type:** DC

- **Total Participants:** 9,699

- **Total Assets:** $154.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,699|$154.2M|$10.6M|$4.3M|

| 2023|9,730|$142.8M|$11.0M|$4.7M|

| 2022|9,227|$124.4M|$11.4M|$4.8M|

## 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|

| AMERICAN TRUST COMPANY|NONE|$681,171|—|$681,171|

| SLEVIN & HART, PC|ATTORNEY|$101,212|—|$101,212|

| BRIAN FREEMAN|EMPLOYEE|$23,275|—|$23,275|

| BRIDGEWAY BENEFIT TECHNOLOGIES|RECORDKEEPING AND INFO|$23,267|—|$23,267|

| REGINA HEILAND|EMPLOYEE|$23,057|—|$23,057|

| KELLEY MCLAUGHLIN|EMPLOYEE|$15,807|—|$15,807|

| KRISTIN OWEN|EMPLOYEE|$15,258|—|$15,258|

| PETER DECARLO CPA PLLC|UNION ACCOUNTANT|$15,000|—|$15,000|

| CALIBRE CPA GROUP PLLC|AUDITOR|$15,000|—|$15,000|

| ZACHARY GEHAN|EMPLOYEE|$10,903|—|$10,903|

| CHARLENE BROCCOLI|EMPLOYEE|$5,012|—|$5,012|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SLEVIN & HART, PC](https://planprovider.pro/provider/slevin-and-hart-pc) — ATTORNEY

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $928,962

- **Estimated Expense Ratio:** 0.603% 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|$1,120,726|—|$554,502|$15,000|—|

| 2023|$1,202,173|—|$480,958|$15,300|—|

| 2022|$1,125,320|$120,399|$459,049|—|$73,197|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brd-of-ttees-ufcw-local-one-401-k-savings-plan-plan)

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