Plan Snapshot
- Plan Sponsor: Brd Of Ttees Ufcw Local One Pension Fund
- Sponsor EIN: 166144007
- Sponsor Address: 5911 AIRPORT ROAD, ORISKANY, NY, 134243904
- Plan Type: DB
- Total Participants: 193
- Total Assets: $968.5M
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 | 193 | $968.5M | $1.8M | $0 |
| 2023 | 125 | $987.9M | $2.4M | $0 |
| 2022 | 270 | $185.2M | $1.8M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $37,000 | — | $37,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $37,000
- Estimated Expense Ratio: 0.004% 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 | $5,945,343 | $1,557,734 | — | $37,000 | — |
| 2023 | $3,137,322 | $915,747 | — | $31,394 | — |
| 2022 | $2,845,633 | $921,450 | — | — | $400,302 |