Plan Snapshot
- Plan Sponsor: Ufcw 360 Shop Rite Pension Fund
- Sponsor EIN: 264416251
- Sponsor Address: EMAIL MCAMPBELLZENITH-AMERICAN.CO, PITTSBURGH, PA, 15222
- Plan Type: DB
- Total Participants: 2,322
- Total Assets: $32.8M
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 | 2,322 | $32.8M | $2.1M | $0 |
| 2023 | 2,262 | $29.0M | $2.1M | $0 |
| 2022 | 2,162 | $25.5M | $2.1M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN | NONE | $197,544 | — | $197,544 |
| BARATZ & ASSOCIATES, P.A. | NONE | $47,310 | — | $47,310 |
| CBIZ INC | NONE | $25,075 | — | $25,075 |
| CHEVY CHASE TRUST CO | NONE | $20,014 | — | $20,014 |
| MORGAN STANLEY SMITH BARNEY | NONE | $10,000 | — | $10,000 |
| SPEAR, WILDERMAN | NONE | $6,810 | — | $6,810 |
| KB 74 BENEFITS AND ADMINISTRATION | NONE | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARATZ & ASSOCIATES, P.A. — NONE
- MORGAN STANLEY SMITH BARNEY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,753
- Estimated Expense Ratio: 0.951% 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 | $505,537 | $30,014 | $197,544 | $26,500 | — |
| 2023 | $516,289 | $10,000 | $189,945 | $26,850 | — |
| 2022 | $450,629 | $39,454 | $184,416 | — | $70,605 |