Plan Snapshot
- Plan Sponsor: Trustees Of Ufcw Local 1776 & Part Employers H & W Fund
- Sponsor EIN: 232949242
- Sponsor Address: 3031-B WALTON ROAD, PLYMOUTH MEETING, PA, 19462
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 6,039
- Total Assets: $108.2M
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 | 6,039 | $108.2M | $61.8M | $1.8M |
| 2023 | 5,882 | $95.4M | $56.4M | $2.1M |
| 2022 | 5,978 | $86.1M | $64.4M | $7.9M |
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 |
|---|---|---|---|---|
| HEALTHCARE STRATEGIES, INC | Other Service Provider | $5,962,729 | — | $5,962,729 |
| MENTAL HEALTH CONSULTANTS | Other Service Provider | $238,388 | — | $238,388 |
| UFCW LOCAL 1776 | Other Service Provider | — | $216,069 | $216,069 |
| BOLTON PARTNERS NORTHEAST | Other Service Provider | $202,500 | — | $202,500 |
| WELLS FARGO ADVISORS | Other Service Provider | $155,797 | — | $155,797 |
| HMC HEALTHWORKS | Other Service Provider | $96,168 | — | $96,168 |
| OPTUM RX | Other Service Provider | $64,660 | — | $64,660 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $53,927 | — | $53,927 |
| ROBERT SLAWEK, DMD | Other Service Provider | $38,259 | — | $38,259 |
| ALAN ROSS & COMPANY, PC | Other Service Provider | $28,950 | — | $28,950 |
| STEVENS & LEE | ERISA Attorney | $28,618 | — | $28,618 |
| EYE MED | Other Service Provider | $19,772 | — | $19,772 |
| RBC WEALTH MANAGEMENT | Other Service Provider | $16,648 | — | $16,648 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- STEVENS & LEE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,122,485
- Estimated Expense Ratio: 6.580% 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 | $9,944,725 | $172,445 | $5,962,729 | $28,950 | — |
| 2023 | $7,700,445 | $152,252 | $3,831,013 | $27,000 | — |
| 2022 | $8,706,906 | $94,115 | $3,160,969 | — | $370,811 |