# Ufcw Local 1776 & Participating Employers Legal Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/ufcw-local-1776-participating-employers-legal-trust-fund-232069083-501

> Ufcw Local 1776 & Participating Employers Legal Trust Fund's 401(k) plan: 2,642 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stevens-and-lee-pc) — 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|

## Similar Plans

- [The Giant Company LLC](https://planprovider.pro/companies/the-giant-company-llc-401k-plan) — 37,097 participants

- [Giant Eagle, INC.](https://planprovider.pro/companies/giant-eagle-inc-250698270-506) — 34,257 participants

- [Weis Markets, INC.](https://planprovider.pro/companies/weis-markets-inc-401k-plan) — 21,014 participants

- [Ahold Usa INC](https://planprovider.pro/companies/ahold-usa-inc-530073545-552) — 16,611 participants

- [Giant Eagle, INC.](https://planprovider.pro/companies/giant-eagle-inc-plan-004) — 15,282 participants

- [Board Of Trustees Ufcw, Local 1776ks, Wd And Employers Pension Fund](https://planprovider.pro/companies/board-of-trustees-ufcw-local-1776ks-wd-and-employers-pension-fund-plan) — 7,104 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-local-1776-participating-employers-legal-trust-fund-232069083-501)

© 2026 PlanProvider.Pro