# United Food & Commercial Workers Pension Fd Ne PA DB Plan
Source: https://planprovider.pro/companies/united-food-commercial-workers-pension-fd-ne-pa-plan

> United Food & Commercial Workers Pension Fd Ne PA's DB plan: 1,409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Food & Commercial Workers Pension Fd Ne PA

- **Sponsor EIN:** 236410991

- **Sponsor Address:** 3031B WALTON RD, PLYMOUTH MEETING, PA, 194622388

- **Plan Type:** DB

- **Total Participants:** 1,409

- **Total Assets:** $1.0M

## 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.|

| 2024|1,409|$1.0M|$270,282|$0|

| 2023|1,434|$1.1M|$270,282|$0|

| 2022|1,444|$1.1M|$270,282|$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|

| ALAN ROSS & COMPANY, PC|NONE|$11,500|—|$11,500|

| WILLIG WILLIAMS & DAVIDSON|NONE|$10,573|—|$10,573|

| HEALTHCARE STRATEGIES, INC|NONE|$9,068|—|$9,068|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,141

- **Estimated Expense Ratio:** 3.067% 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|$56,629|—|$9,068|$11,500|—|

| 2023|$73,945|—|$8,790|$11,500|—|

| 2022|$74,525|—|$15,000|—|$39,894|

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