Plan Snapshot
- Plan Sponsor: Trustees Of Ufcw Local Union 1189 And St. Paul Food Employers Def Cont
- Sponsor EIN: 411930820
- Sponsor Address: 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 554251617
- Plan Type: DC
- Total Participants: 7,276
- Total Assets: $226.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,276 | $226.4M | $6.3M | $2.4M |
| 2023 | 7,155 | $200.0M | $6.4M | $2.4M |
| 2022 | 6,982 | $166.6M | $6.2M | $2.4M |
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 | $20,538 | — | $20,538 |
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: $20,538
- Estimated Expense Ratio: 0.009% 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 | $600,828 | $35,100 | $16,200 | $20,538 | — |
| 2023 | $560,242 | $17,550 | $15,600 | $19,500 | — |
| 2022 | $572,142 | $90,899 | $391,112 | — | $40,213 |