# Ufcw Union Local 1049 Retirement Fund DB Plan
Source: https://planprovider.pro/companies/ufcw-union-local-1049-retirement-fund-plan

> Ufcw Union Local 1049 Retirement Fund's DB plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ufcw Union Local 1049 Retirement Fund

- **Sponsor EIN:** 221468736

- **Sponsor Address:** PO BOX 1028, WEST TRENTON, NJ, 08625

- **Plan Type:** DB

- **Total Participants:** 161

- **Total Assets:** $82,683

## 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|161|$82,683|$0|$0|

| 2023|170|$93,853|$0|$0|

| 2022|184|$133,426|$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|

| DAVID A GERSON CPA & ASSOC|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 19.351% 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|$53,186|—|$23,350|$16,000|—|

| 2023|$53,440|—|$22,450|$16,000|—|

| 2022|$51,775|—|$22,000|—|$19,758|

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