# The Board Of Trustees Of The Ufcw Local 1-D 401k DC Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-ufcw-local-1-d-401k-plan

> The Board Of Trustees Of The Ufcw Local 1-D 401k's DC plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Ufcw Local 1-D 401k

- **Sponsor EIN:** 822171406

- **Sponsor Address:** 8402 18TH AVENUE, BROOKLYN, NY, 11214

- **Plan Type:** DC

- **Total Participants:** 316

- **Total Assets:** $16.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|316|$16.5M|$528,615|$1.3M|

| 2023|319|$14.5M|$437,550|$1.4M|

| 2022|313|$12.1M|$446,820|$1.3M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEPPER|$77,389|—|$77,389|

| LONG ISLAND EMPLOYEE BENEFITS GROUP|RECORDKEEPER|$36,219|—|$36,219|

| CETERA ADVISOR NETWORKS LLC|BROKER|—|$27,989|$27,989|

| ZAZZALI FAGELLA NOWAK K&F|LEGAL|$13,500|—|$13,500|

| KP LYNCH CPA PC|AUDIT|$8,568|—|$8,568|

| ROBERT P BRADY AGENCY INC|OTHER|$6,745|—|$6,745|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEPPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,410

- **Estimated Expense Ratio:** 1.032% 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|$139,928|—|$36,219|$10,575|—|

| 2023|$127,990|—|$34,920|$8,624|—|

| 2022|$118,385|—|$33,761|—|$16,800|

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