Plan Snapshot
- Plan Sponsor: Trustees Of U.F.C.W. District Union Local Two & Employers Pension Fund
- Sponsor EIN: 436049855
- Sponsor Address: 2010 N.W. 150TH AVENUE, PEMBROKE PINES, FL, 33028
- Plan Type: DB
- Total Participants: 468
- Total Assets: $46.7M
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 | 468 | $46.7M | $0 | $0 |
| 2023 | 481 | $53.2M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $32,831 | — | $32,831 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,831
- Estimated Expense Ratio: 0.070% 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 | $1,186,154 | $180,784 | $398,224 | $32,831 | — |
| 2023 | $1,273,518 | $289,813 | $346,706 | — | $358,962 |