Plan Snapshot
- Plan Sponsor: United Food And Commercial Workers International Union Local 464a
- Sponsor EIN: 221435504
- Sponsor Address: 245 PATERSON AVENUE, LITTLE FALLS, NJ, 07424
- Plan Type: DB
- Plan Number: 002
- Total Participants: 95
- Total Assets: $17.0M
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. |
|---|---|---|---|---|
| 2025 | 95 | $17.0M | $0 | $0 |
| 2024 | 34 | $15.2M | $407,232 | $0 |
| 2023 | 37 | $13.2M | $396,215 | $0 |
| 2022 | 37 | $11.6M | $395,244 | $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 |
|---|---|---|---|---|
| THE PRINCIPAL BANK | Other Service Provider | $42,365 | — | $42,365 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,365
- Estimated Expense Ratio: 0.249% 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 |
|---|---|---|---|---|---|
| 2025 | $922,046 | $46,479 | — | — | — |
| 2024 | $52,517 | $36,194 | — | — | — |
| 2023 | $115,853 | $32,083 | — | — | — |
| 2022 | $45,652 | $32,641 | — | — | $3,677 |