Plan Snapshot
- Plan Sponsor: Pension Fund For The Employees Of Ufw Of
- Sponsor EIN: 136112258
- Sponsor Address: PO BOX 100037, NASHVILLE, TN, 372240037
- Plan Type: DB
- Total Participants: 18
- Total Assets: $7.7M
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 | 18 | $7.7M | $227,623 | $0 |
| 2023 | 18 | $7.7M | $238,609 | $0 |
| 2022 | 20 | $1.7M | $243,186 | $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 |
|---|---|---|---|---|
| ROGOFF & COMPANY PC | Auditor | $18,950 | — | $18,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,950
- Estimated Expense Ratio: 0.246% 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 | $110,386 | $11,000 | — | $18,950 | — |
| 2023 | $146,846 | $11,500 | — | $14,886 | — |
| 2022 | $168,462 | $9,000 | — | — | $118,354 |