Plan Snapshot
- Plan Sponsor: United Food And Commercial Workers Int'L Union
- Sponsor EIN: 530220586
- Sponsor Address: 1775 K STREET, NW, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 285
- Total Assets: $1.2M
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 | 285 | $1.2M | $0 | $23,606 |
| 2023 | 260 | $1.1M | $0 | $23,803 |
| 2022 | 271 | $1.1M | $0 | $24,974 |
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 |
|---|---|---|---|---|
| CALIBRE GROUP CPA PLLC | Auditor | $15,410 | — | $15,410 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE GROUP CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,410
- Estimated Expense Ratio: 1.333% 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 | $22,515 | $2,189 | — | $15,410 | — |
| 2023 | $17,948 | $2,053 | — | $10,665 | — |
| 2022 | $19,890 | — | — | — | $17,958 |