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
- 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. |
|---|---|---|---|---|
| 2025 | 2,086 | $1.2B | $0 | $0 |
| 2024 | 2,113 | $1.1B | $0 | $0 |
| 2023 | 2,212 | $1.1B | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $109,074 | — | $109,074 |
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: $109,074
- 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 |
|---|---|---|---|---|---|
| 2025 | $5,828,076 | $4,380,927 | — | $109,074 | — |
| 2024 | $5,586,022 | $4,137,967 | — | $83,657 | — |
| 2023 | $6,557,640 | $4,888,545 | — | — | $642,301 |