# Ufcw Local 1776 & Participating Employers Pension Fund DB Plan
Source: https://planprovider.pro/companies/ufcw-local-1776-participating-employers-pension-fund-plan

> Ufcw Local 1776 & Participating Employers Pension Fund's DB plan: 1,905 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|

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