Plan Snapshot
- Plan Sponsor: Trustees Ufcw Local 1262 Pension Fund
- Sponsor EIN: 226074414
- Sponsor Address: 1389 BROAD STREET, CLIFTON, NJ, 070134221
- Plan Type: DB
- Total Participants: 4,449
- Total Assets: $1.0B
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 | 4,449 | $1.0B | $25.1M | $0 |
| 2023 | 4,882 | $971.3M | $25.0M | $0 |
| 2022 | 5,385 | $959.9M | $25.6M | $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 |
|---|---|---|---|---|
| HARDMAN JOHNSTON GLOBAL ADVISORS | NONE | $871,080 | — | $871,080 |
| INTERCONTINENTAL REAL ESTATE CORP | NONE | $576,434 | — | $576,434 |
| GREAT LAKES ADVISORS | NONE | $521,864 | — | $521,864 |
| FRED ALGER MANAGEMENT , INC. | NONE | $440,775 | — | $440,775 |
| WEDGE CAPITAL MANAGEMENT LLP | NONE | $333,940 | — | $333,940 |
| CHEIRON, INC. | NONE | $298,405 | — | $298,405 |
| CHEVY CHASE TRUST COMPANY | NONE | $229,525 | — | $229,525 |
| MORGAN, LEWIS & BOCKIUS, LLP | NONE | $205,409 | — | $205,409 |
| INVESTMENT PERFORMANCE SERVICES, LL | NONE | $200,000 | — | $200,000 |
| AMERICAN REALTY ADVISORS | NONE | $197,147 | — | $197,147 |
| ROBERT GEREMINO | EMPLOYEE | $176,956 | — | $176,956 |
| ANN MARIE SCHOENIG | EMPLOYEE | $168,271 | — | $168,271 |
| RONALD F URICKS | EMPLOYEE | $147,846 | — | $147,846 |
| UFCW LOCAL 1262 | NONE | $145,925 | — | $145,925 |
| TINA MARIE GOMEZ | EMPLOYEE | $119,161 | — | $119,161 |
| ASHLEY PALENCIA | EMPLOYEE | $117,609 | — | $117,609 |
| MICHAEL MURRAY | EMPLOYEE | $114,699 | — | $114,699 |
| DINEEN RODRIGUEZ | EMPLOYEE | $114,098 | — | $114,098 |
| SONYA IVETTE RIVERA | EMPLOYEE | $112,242 | — | $112,242 |
| ADRIENNE ROAKE | EMPLOYEE | $104,739 | — | $104,739 |
| FRANK M VACCARO & ASSOCIATES, INC. | NONE | $103,748 | — | $103,748 |
| PATRICIA PRESTO | EMPLOYEE | $95,079 | — | $95,079 |
| JESSICA STEINFELD | EMPLOYEE | $91,115 | — | $91,115 |
| SEGALL,BRYANT & HAMILL LLC | NONE | $89,401 | — | $89,401 |
| WENDY WEISS | EMPLOYEE | $86,733 | — | $86,733 |
| SEIX INVESTMENT ADVISORS, LLC | NONE | $85,888 | — | $85,888 |
| JUDINE HEDGE | EMPLOYEE | $84,526 | — | $84,526 |
| JEANETTE PICHARDO | EMPLOYEE | $79,545 | — | $79,545 |
| KATHLEEN DELGADO | EMPLOYEE | $78,594 | — | $78,594 |
| SARAH MARSHALL | EMPLOYEE | $74,758 | — | $74,758 |
| LORRAINE LOPICCOLO | EMPLOYEE | $69,134 | — | $69,134 |
| US BANK | NONE | $68,109 | — | $68,109 |
| NIA BEAUVAIS | EMPLOYEE | $64,639 | — | $64,639 |
| KAITLIN RODRIGUEZ | EMPLOYEE | $60,793 | — | $60,793 |
| NOVAK FRANCELLA, LLC | NONE | $55,000 | — | $55,000 |
| HEATHER A HENDERSON | EMPLOYEE | $52,575 | — | $52,575 |
| JULIA L. FARKAS | EMPLOYEE | $49,947 | — | $49,947 |
| MERANZE, KATZ & GAUDIOSO | NONE | $46,651 | — | $46,651 |
| KELVIN JONES | EMPLOYEE | $44,270 | — | $44,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN, LEWIS & BOCKIUS, LLP — NONE
- US BANK — NONE
- NOVAK FRANCELLA, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,576,630
- Estimated Expense Ratio: 0.657% 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 | $6,948,725 | $3,546,054 | $103,748 | $55,000 | — |
| 2023 | $6,604,168 | $3,393,985 | $99,758 | $55,000 | — |
| 2022 | $6,513,078 | $3,537,235 | $95,921 | — | $569,008 |