# Ufcw Local 1500 Legal Services Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/ufcw-local-1500-legal-services-trust-fund-112531776-501

> Ufcw Local 1500 Legal Services Trust Fund's 401(k) plan: 13,222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Local 1500 Legal Services Trust Fund

- **Sponsor EIN:** 112531776

- **Sponsor Address:** 425 MERRICK AVE, WESTBURY, NY, 11590

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 13,222

- **Total Assets:** $359,079

## 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|13,222|$359,079|$353,761|$0|

| 2023|13,204|$381,008|$342,663|$0|

| 2022|13,607|$391,467|$342,720|$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|

| UFCW LOCAL 1500|Other Service Provider|$133,491|—|$133,491|

| NICOLE NORRIS, ESQ|ERISA Attorney|$83,700|—|$83,700|

| ARIA EMPLOYEE BENEFIT SERVICE|Other Service Provider|$49,200|—|$49,200|

| UFCW LOCAL 1500 BUILDING, INC.|Other Service Provider|$25,700|—|$25,700|

| THE SEGAL COMPANY|Other Service Provider|$9,223|—|$9,223|

| CITRIN COOPERMAN & COMPANY LLP|Other Service Provider|$7,087|—|$7,087|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $308,401

- **Estimated Expense Ratio:** 85.887% 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|$236,521|—|$48,000|$7,874|—|

| 2023|$228,161|—|$45,000|$7,150|—|

| 2022|$216,110|—|$45,000|—|$25,496|

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