Plan Snapshot
- Plan Sponsor: United Food And Commercial Workers International Union
- Sponsor EIN: 530220586
- Sponsor Address: 1775 K STREET, NW, WASHINGTON, DC, 20006
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 0
- Total Assets: $155.2M
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 | 0 | $155.2M | $0 | $0 |
| 2023 | 0 | $148.4M | $0 | $0 |
| 2022 | 0 | $140.3M | $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 |
|---|---|---|---|---|
| FIDELITY INV INST OPER CO INC | Recordkeeper | $19,295 | — | $19,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INST OPER CO INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,295
- Estimated Expense Ratio: 0.012% 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 | $19,288 | $19,288 | — | — | — |
| 2023 | $8,271 | $8,271 | — | — | — |
| 2022 | $7,751 | $7,751 | — | — | — |