Plan Snapshot
- Plan Sponsor: Ufcw Local 1529 Retiree Fund
- Sponsor EIN: 461465087
- Sponsor Address: 661 N ERICSON ROAD, CORDOVA, TN, 38018
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 485
- Total Assets: $2.4M
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 | 485 | $2.4M | $0 | $76,580 |
| 2023 | 492 | $2.8M | $0 | $88,650 |
| 2022 | 492 | $3.1M | $641,669 | $114,026 |
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 |
|---|---|---|---|---|
| HORIZON ACTUARIAL SERVICES, LLC | Other Service Provider | $58,766 | — | $58,766 |
| ADMINISTRATIVE CONSULTING SERVICES | Other Service Provider | $47,125 | — | $47,125 |
| CALIBRE CPA GROUP PLLC | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,891
- Estimated Expense Ratio: 5.001% 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 | $140,287 | $70 | $47,125 | $12,000 | — |
| 2023 | $156,087 | $70 | $44,405 | $12,000 | — |
| 2022 | $143,571 | $70 | $50,756 | — | $65,846 |