Plan Snapshot
- Plan Sponsor: Executive Committee Of The U.F.C.W Intl Union
- Sponsor EIN: 812741678
- Sponsor Address: 1775 K STREET, NW, WASHINGTON, DC, 200061598
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,086
- Total Assets: $1.2B
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 | 2,086 | $1.2B | $45.8M | $7.4M |
| 2023 | 2,113 | $1.1B | $42.9M | $7.2M |
| 2022 | 2,212 | $1.1B | $43.4M | $7.2M |
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 |
|---|---|---|---|---|
| UNITED FOOD AND COMMERCIAL WORKERS | Other Service Provider | $671,860 | — | $671,860 |
| BELL ASSET MANAGEMENT LIMITED | Other Service Provider | $571,370 | — | $571,370 |
| HARDMAN JOHNSTON | Other Service Provider | $401,828 | — | $401,828 |
| LSV ASSET MANAGEMENT | Other Service Provider | $381,138 | — | $381,138 |
| LOOMIS SAYLES | Other Service Provider | $358,212 | — | $358,212 |
| SEGAL MARCO ADVISORS | Other Service Provider | $307,540 | — | $307,540 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $300,587 | — | $300,587 |
| BOSTON TRUST & INVESTMENT MANAGEMEN | Other Service Provider | $286,530 | — | $286,530 |
| COMERICA | Other Service Provider | $285,403 | — | $285,403 |
| CHEIRON INC. | Other Service Provider | $241,715 | — | $241,715 |
| STERLING UNITED PROPERTIES | Other Service Provider | $225,471 | — | $225,471 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $218,745 | — | $218,745 |
| FULLER & THALER ASSET MANAGEMENT | Other Service Provider | $203,384 | — | $203,384 |
| LORD ABBETT & CO | Other Service Provider | $165,548 | — | $165,548 |
| PACIFIC INVESTMENT MANAGERS | Other Service Provider | $158,861 | — | $158,861 |
| SLEVIN & HART | ERISA Attorney | $153,538 | — | $153,538 |
| DANA INVESTMENT ADVISORS | Other Service Provider | $126,464 | — | $126,464 |
| CALIBRE CPA GROUP PLLC | Auditor | $109,074 | — | $109,074 |
| BLACKROCK FINANCIAL MANAGEMENT | Other Service Provider | $94,603 | — | $94,603 |
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $86,376 | — | $86,376 |
| STATE STREET GLOBAL | Other Service Provider | $46,928 | — | $46,928 |
| ENTRUST PARTNERS LLC | Other Service Provider | $31,925 | — | $31,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART — ERISA Attorney
- 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: $5,427,100
- Estimated Expense Ratio: 0.468% 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 | $5,828,076 | $4,380,927 | — | $109,074 | — |
| 2023 | $5,586,022 | $4,137,967 | — | $83,657 | — |
| 2022 | $6,557,640 | $4,888,545 | — | — | $642,301 |