Plan Snapshot
- Plan Sponsor: Ufcw Local 1776 & Participating Employers Legal Trust Fund
- Sponsor EIN: 232069083
- Sponsor Address: 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 194622388
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,642
- Total Assets: $796,016
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 | 2,642 | $796,016 | $398,179 | $0 |
| 2023 | 2,513 | $732,649 | $444,194 | $0 |
| 2022 | 2,612 | $708,589 | $447,350 | $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 |
|---|---|---|---|---|
| YOUNG LAW GROUP, PC | Other Service Provider | $349,702 | — | $349,702 |
| HEALTHCARE STRATEGIES INC | Other Service Provider | $41,944 | — | $41,944 |
| STEVENS & LEE | ERISA Attorney | $5,486 | — | $5,486 |
| ALAN ROSS & COMPANY PC | Other Service Provider | $5,100 | — | $5,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEVENS & LEE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $402,232
- Estimated Expense Ratio: 50.531% 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 | $66,618 | $4,655 | $41,944 | $5,100 | — |
| 2023 | $95,747 | $4,218 | $45,301 | $5,050 | — |
| 2022 | $94,552 | $4,187 | $40,841 | — | $26,137 |