# Pension Fund For The Employees Of Ufw Of DB Plan
Source: https://planprovider.pro/companies/pension-fund-for-the-employees-of-ufw-of-plan

> Pension Fund For The Employees Of Ufw Of's DB plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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