Plan Snapshot
- Plan Sponsor: United Food & Commercial Workers Local 711 & Retail Food Employers Ben
- Sponsor EIN: 237100610
- Sponsor Address: 5251 GREEN STREET, SUITE 200, MURRAY, UT, 841232996
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 11,165
- Total Assets: $84.2M
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 | 11,165 | $84.2M | $59.1M | $3.7M |
| 2023 | 11,124 | $67.3M | $56.7M | $3.7M |
| 2022 | 11,514 | $54.1M | $38.4M | $3.6M |
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 |
|---|---|---|---|---|
| ANTHEM BLUE CROSS | Other Service Provider | $1,738,766 | — | $1,738,766 |
| SOUTHWEST SERVICE ADMINISTRATOR | Other Service Provider | $1,489,739 | $41,430 | $1,531,169 |
| SEYFARTH SHAW LLP | Investment Advisor | $199,753 | — | $199,753 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $195,485 | — | $195,485 |
| THE SEGAL COMPANY | Recordkeeper | $193,906 | — | $193,906 |
| PRIMECARE ADMINISTRATORS, INC | Other Service Provider | $179,035 | — | $179,035 |
| MCCRACKEN STEMERMAN & HOLSBERRY | Other Service Provider | $76,723 | — | $76,723 |
| HEALTH SERVICES COALITION | Other Service Provider | $73,194 | — | $73,194 |
| HENNINGFIELD & ASSOC., INC. | Auditor | $56,482 | — | $56,482 |
| VISION SERVICE PLAN | Other Service Provider | $53,990 | — | $53,990 |
| US BANK | Recordkeeper | $23,908 | — | $23,908 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEYFARTH SHAW LLP — Investment Advisor
- THE SEGAL COMPANY — Recordkeeper
- HENNINGFIELD & ASSOC., INC. — Auditor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,322,411
- Estimated Expense Ratio: 5.132% 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 | $5,133,237 | $3,000 | $1,489,739 | $56,482 | — |
| 2023 | $5,256,234 | $3,000 | $1,478,163 | $54,360 | — |
| 2022 | $5,229,999 | $3,000 | $1,466,178 | — | $1,083,140 |