Plan Snapshot
- Plan Sponsor: United Food And Commercial Workers Int'L Union
- Sponsor EIN: 811529180
- Sponsor Address: 1775 K STREET, NW, WASHINGTON, DC, 200061502
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 2,907
- Total Assets: $176,866
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 | 2,907 | $176,866 | $21.7M | $1.1M |
| 2023 | 2,925 | $183,352 | $18.6M | $1.1M |
| 2022 | 2,956 | $220,000 | $20.0M | $1.2M |
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 |
|---|---|---|---|---|
| UHC OF MID-ATLANTIC | Other Service Provider | $420,253 | — | $420,253 |
| HMC HEALTHWORKS | Other Service Provider | $123,331 | — | $123,331 |
| SLEVIN & HART, P.C. | ERISA Attorney | $45,744 | — | $45,744 |
| CHEIRON, INC. | Other Service Provider | $31,559 | — | $31,559 |
| FORREST T JONES & CO | Other Service Provider | $30,799 | — | $30,799 |
| CALIBRE CPA GROUP, PLLC | Auditor | $19,388 | — | $19,388 |
| SEGAL MARCO ADVISORS | Other Service Provider | $5,200 | — | $5,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $676,274
- Estimated Expense Ratio: 382.365% 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 | $684,253 | — | $574,383 | $19,388 | — |
| 2023 | $685,919 | — | $552,008 | $24,091 | — |
| 2022 | $765,498 | — | — | — | $295,681 |