Plan Snapshot
- Plan Sponsor: Trustees Of Ufcw Retirement And Savings Plan
- Sponsor EIN: 232818427
- Sponsor Address: 27 ROLAND AVENUE, MOUNT LAUREL, NJ, 08054
- Plan Type: DC
- Total Participants: 19,380
- Total Assets: $192.2M
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 | 19,380 | $192.2M | $17.5M | $2.1M |
| 2023 | 18,932 | $167.6M | $15.9M | $1.7M |
| 2022 | 17,516 | $142.2M | $14.8M | $1.5M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | NONE | $856,442 | — | $856,442 |
| FRANK M. VACCARO & ASSOCIATES | NONE | $782,937 | — | $782,937 |
| SEGAL SELECT INSURANCE SERVICES,INC | INSURANCE BROKERS | $49,302 | — | $49,302 |
| SLEVIN & HART, P.C. | NONE | $34,810 | — | $34,810 |
| BARATZ & ASSOCIATES, P.A. | NONE | $26,000 | — | $26,000 |
| O'BRIEN BELLAND & BUSHINSKY LLC | NONE | $11,528 | — | $11,528 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVCS — NONE
- SLEVIN & HART, P.C. — NONE
- BARATZ & ASSOCIATES, P.A. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,761,019
- Estimated Expense Ratio: 0.916% 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 | $1,562,848 | — | $782,937 | $26,000 | — |
| 2023 | $1,711,950 | — | $774,463 | $25,000 | — |
| 2022 | $1,514,341 | — | $651,073 | — | $55,357 |