# Ufcw Members, Local Unions, And Mu DC Plan
Source: https://planprovider.pro/companies/ufcw-members-local-unions-and-mu-plan

> Ufcw Members, Local Unions, And Mu's DC plan: 2,369 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Members, Local Unions, And Mu

- **Sponsor EIN:** 380513037

- **Sponsor Address:** 26495 AMERICAN DRIVE, SOUTHFIELD, MI, 48034

- **Plan Type:** DC

- **Total Participants:** 2,369

- **Total Assets:** $30.2M

## 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|2,369|$30.2M|$536,801|$3.3M|

| 2023|1,498|$26.7M|$296,555|$2.5M|

| 2022|1,473|$23.0M|$284,436|$2.1M|

## 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|

| SENTINEL BENEFIT GROUP|RECORDKEEPER|$165,810|—|$165,810|

| CYGNET FINANCIAL PLANNING, INC.|INVESTMENT ADVISOR|$50,898|—|$50,898|

| CORPORATE PLAN ADMINISTRATORS, INC.|THIRD PARTY ADMINISTRATOR|$42,698|—|$42,698|

| LOTITO & LAZZARA, P.C.|AUDITOR|$26,000|—|$26,000|

| FIDUCIARY FIREWALL CONSULTING|CONSULTANT|$20,717|—|$20,717|

| FIDELITY INVESTMENTS|CUSTODIAN|$11,875|—|$11,875|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LOTITO & LAZZARA, P.C.](https://planprovider.pro/provider/lotito-and-lazzara-pc) — AUDITOR

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — CUSTODIAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $317,998

- **Estimated Expense Ratio:** 1.054% 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|$387,205|$70,848|—|—|—|

| 2023|$346,152|$70,848|—|—|—|

| 2022|$271,300|$70,848|—|—|$200,452|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ufcw-members-local-unions-and-mu-plan)

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