Plan Snapshot
- Plan Sponsor: Ufcw Local 1776 & Participating Employers Pension Fund
- Sponsor EIN: 236461717
- Sponsor Address: 3031 B WALTON ROAD, PLYMOUTH MEETING, PA, 19462
- Plan Type: DB
- Total Participants: 1,905
- Total Assets: $81.5M
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 | 1,905 | $81.5M | $2.3M | $0 |
| 2023 | 1,818 | $72.1M | $1.9M | $0 |
| 2022 | 1,735 | $68.2M | $1.9M | $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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS | NONE | $144,562 | — | $144,562 |
| HEALTHCARE STRATEGIES | NONE | $110,002 | — | $110,002 |
| US BANK | NONE | $53,419 | — | $53,419 |
| RBC WEALTH MANAGEMENT | NONE | $40,094 | — | $40,094 |
| CBIZ | NONE | $37,889 | — | $37,889 |
| WILLIG WILLIAMS & DAVIDSON | NONE | $33,835 | — | $33,835 |
| ALAN ROSS & COMPANY | NONE | $32,450 | — | $32,450 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $31,258 | — | $31,258 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $483,509
- Estimated Expense Ratio: 0.593% 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 | $772,701 | $271,852 | $110,002 | $32,450 | — |
| 2023 | $793,406 | $287,281 | $110,783 | $17,250 | — |
| 2022 | $858,160 | $413,818 | $138,964 | — | $77,189 |