# Trustees Ufcw Local 1262 Nf Industry Pen DB Plan
Source: https://planprovider.pro/companies/trustees-ufcw-local-1262-nf-industry-pen-plan

> Trustees Ufcw Local 1262 Nf Industry Pen's DB plan: 694 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Ufcw Local 1262 Nf Industry Pen

- **Sponsor EIN:** 226181292

- **Sponsor Address:** 1389 BROAD STREET, CLIFTON, NJ, 07013

- **Plan Type:** DB

- **Total Participants:** 694

- **Total Assets:** $285,570

## 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|694|$285,570|$0|$0|

| 2023|0|$322,633|$0|$0|

| 2022|0|$272,993|$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|

| FRANK M. VACCARO & ASSOCIATES, INC|NONE|$31,200|—|$31,200|

| NOVAK FRANCELLA LLC|NONE|$14,000|—|$14,000|

| SLEVIN & HART, P.C.|NONE|$11,424|—|$11,424|

| US BANK|NONE|$10,243|—|$10,243|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,867

- **Estimated Expense Ratio:** 23.415% 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|$75,184|—|$31,200|$14,000|—|

| 2023|$106,147|—|$31,200|$14,000|—|

| 2022|$82,795|—|$31,200|—|$38,374|

## Similar Plans

- [Dbm Management Group, LLC](https://planprovider.pro/companies/dbm-management-llc-401k-plan) — 761 participants

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