Plan Snapshot
- Plan Sponsor: Ufcw Local 1776 And Participating Employers Housing Trust Fund
- Sponsor EIN: 232757284
- Sponsor Address: 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 4,554
- Total Assets: $1.7M
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 | 4,554 | $1.7M | $50,852 | $0 |
| 2023 | 4,643 | $1.6M | $51,688 | $0 |
| 2022 | 4,674 | $1.4M | $52,304 | $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 |
|---|---|---|---|---|
| HEALTHCARE STRATEGIES INC | Other Service Provider | $12,942 | — | $12,942 |
| WELLS FARGO | Other Service Provider | $11,297 | — | $11,297 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,239
- Estimated Expense Ratio: 1.409% 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 | $39,541 | $11,297 | $12,942 | $3,600 | — |
| 2023 | $46,632 | $10,091 | $13,049 | $3,600 | — |
| 2022 | $32,558 | $9,935 | $11,119 | — | $3,600 |