Plan Snapshot
- Plan Sponsor: Ufcw Local 1776 & Participating Employer Retirement And Savings Plan
- Sponsor EIN: 232997353
- Sponsor Address: 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: DC
- Total Participants: 4,457
- Total Assets: $99.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,457 | $99.5M | $4.9M | $3.1M |
| 2023 | 7,881 | $87.5M | $3.6M | $3.7M |
| 2022 | 7,236 | $72.1M | $4.5M | $2.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $229,661 | — | $229,661 |
| CBIZ RETIREMENT PLAN SERVICES | NONE | $28,375 | — | $28,375 |
| WILLIG, WILLIAMS & DAVIDSON | NONE | $22,000 | — | $22,000 |
| KEYSTONE 74 BENEIFITS AND ADMINISTR | NONE | $21,292 | — | $21,292 |
| RBC WEALTH MGT, NWC 313-24576 | NONE | $18,000 | — | $18,000 |
| ALAN ROSS AND COMPANY, PC | NONE | $8,750 | — | $8,750 |
| HEALTHCARE STRATEGIES, INC | NONE | $7,097 | — | $7,097 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — NONE
- RBC WEALTH MGT, NWC 313-24576 — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $335,175
- Estimated Expense Ratio: 0.337% 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 | $355,356 | $247,661 | $28,389 | $8,750 | — |
| 2023 | $134,846 | $38,126 | $25,966 | $8,500 | — |
| 2022 | $313,831 | $221,746 | $22,237 | — | $55,250 |