# Trustees Ufcw Local 1262 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-ufcw-local-1262-pension-fund-plan

> Trustees Ufcw Local 1262 Pension Fund's DB plan: 4,449 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 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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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