Plan Snapshot
- Plan Sponsor: Ufcw Pharmacists, Clerks, And Drug Employer'S Pension Trust
- Sponsor EIN: 942518312
- Sponsor Address: 1000 BURNETT AVE SUITE 110, CONCORD, CA, 94520
- Plan Type: DB
- Total Participants: 3,270
- Total Assets: $186.4M
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 | 3,270 | $186.4M | $3.4M | $0 |
| 2023 | 3,211 | $178.9M | $3.9M | $0 |
| 2022 | 3,531 | $171.5M | $3.8M | $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 |
|---|---|---|---|---|
| UFCW GROUP ADMINISTRATION LLC | SALARIED ADMINISTRATOR | $475,685 | — | $475,685 |
| EIDE BAILLY | NONE | $150,242 | — | $150,242 |
| RVK INC. | NONE | $88,950 | — | $88,950 |
| SEGAL COMPANY | NONE | $85,307 | — | $85,307 |
| NORTHERN TRUST | NONE | $69,742 | — | $69,742 |
| SALTZMAN AND JOHNSON LAW CORP | NONE | $43,416 | — | $43,416 |
| UFCW LOCAL 5 | SPONSOR | $12,313 | — | $12,313 |
| UFCW LOCAL 8 | SPONSOR | $8,745 | — | $8,745 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UFCW GROUP ADMINISTRATION LLC — SALARIED ADMINISTRATOR
- EIDE BAILLY — NONE
- SEGAL COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $934,400
- Estimated Expense Ratio: 0.501% 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 | $2,330,425 | $1,056,065 | $475,685 | $36,775 | — |
| 2023 | $2,337,746 | $1,071,411 | $484,451 | $87,804 | — |
| 2022 | $2,212,717 | $1,058,786 | $448,539 | — | $324,287 |