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 |
|---|---|---|---|---|
| LOOMIS SAYLES | Other Service Provider | $893,456 | — | $893,456 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $312,992 | — | $312,992 |
| INVESTMENT PERFORMANCE SERVICES | Other Service Provider | $173,750 | — | $173,750 |
| FRED ALGER MANAGEMENT | Other Service Provider | $156,729 | — | $156,729 |
| SLEVIN & HART, PC | ERISA Attorney | $147,231 | — | $147,231 |
| CHEIRON | Other Service Provider | $132,908 | — | $132,908 |
| ZACHARY GEHAN | Other Service Provider | $95,515 | — | $95,515 |
| HGK ASSET MANAGEMENT/HUDSON EDGE | Investment Advisor | $88,335 | — | $88,335 |
| FOUNDRY PARTNERS, LLC | Other Service Provider | $84,914 | — | $84,914 |
| KRISTIN OWEN | Other Service Provider | $73,528 | — | $73,528 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Recordkeeper | $68,021 | — | $68,021 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $67,923 | — | $67,923 |
| VICTORY CAPITAL MANAGEMENT, INC. | Investment Advisor | $64,734 | — | $64,734 |
| KELLEY MCLAUGHLIN | Other Service Provider | $41,339 | — | $41,339 |
| CALIBRE CPA GROUP PLLC | Auditor | $34,000 | — | $34,000 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $27,893 | — | $27,893 |
| JOSEPH PANUCCIO | Other Service Provider | $26,695 | — | $26,695 |
| LAUREN TESTA | Other Service Provider | $26,667 | — | $26,667 |
| REGINA HEILAND | Other Service Provider | $25,364 | — | $25,364 |
| BRIAN FREEMAN | Other Service Provider | $23,560 | — | $23,560 |
| PETER DECARLO CPA PLLC | Other Service Provider | $23,025 | — | $23,025 |
| MICHAEL CIANCAGLINI | Other Service Provider | $16,463 | — | $16,463 |
| BONDARTECH | Other Service Provider | $13,837 | — | $13,837 |
| MICHAEL BULL | Other Service Provider | $12,000 | — | $12,000 |
| CHARLENE BROCCOLI | Other Service Provider | $11,241 | — | $11,241 |
| ELIZABETH BURKE | Other Service Provider | $11,043 | — | $11,043 |
| NAVIANT | Other Service Provider | $11,042 | — | $11,042 |
| EMILIA D'AMBRO | Other Service Provider | $9,244 | — | $9,244 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, PC — ERISA Attorney
- VICTORY CAPITAL MANAGEMENT, INC. — Investment Advisor
- 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: $2,673,449
- Estimated Expense Ratio: 0.276% 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 |