# Trustees Of Ufcw Retirement And Savings Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-ufcw-retirement-and-savings-plan-plan

> Trustees Of Ufcw Retirement And Savings Plan's DC plan: 19,380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — 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|

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