Plan Snapshot
- Plan Sponsor: Ufcw Local 50 Pension Fund Board Of Trustees
- Sponsor EIN: 136696824
- Sponsor Address: P.O. BOX 1028, WEST TRENTON, NJ, 08628
- Plan Type: DB
- Total Participants: 0
- Total Assets: $973,982
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 | 0 | $973,982 | $0 | $0 |
| 2023 | 0 | $985,898 | $0 | $0 |
| 2022 | 0 | $930,207 | $0 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $14,300 | — | $14,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,300
- Estimated Expense Ratio: 1.468% 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 | $111,249 | — | $58,240 | $14,300 | — |
| 2023 | $111,525 | — | $56,747 | $13,000 | — |
| 2022 | $117,767 | — | $56,000 | — | $35,033 |