# Ufcw Local 1776 And Participating Employers Housing Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/ufcw-local-1776-and-participating-employers-housing-trust-fund-232757284-502

> Ufcw Local 1776 And Participating Employers Housing Trust Fund's 401(k) plan: 4,554 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|

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