Plan Snapshot
- Plan Sponsor: United Food & Commerical Workers Empl Health & Welfare
- Sponsor EIN: 620978539
- Sponsor Address: 661 N ERICSON ROAD, CORDOVA, TN, 38018
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 84
- Total Assets: $1.5M
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 | 84 | $1.5M | $887,555 | $143,357 |
| 2023 | 5,456 | $3.1M | $814,883 | $178,218 |
| 2022 | 5,211 | $2.2M | $845,191 | $178,713 |
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 |
|---|---|---|---|---|
| ADMIN. CONSULTING SERVICED OF TN. | Other Service Provider | $1,430,432 | — | $1,430,432 |
| RELIANT HEALTH PARTNERS, LLC | Other Service Provider | $269,922 | — | $269,922 |
| HORIZON ACTUARIAL SERVICES LLC | Other Service Provider | $168,009 | — | $168,009 |
| ARNALL GOLDEN GREGORY | Other Service Provider | $103,995 | — | $103,995 |
| CALIBRE CPA GROUP PLLC | Auditor | $33,000 | — | $33,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $2,005,358
- Estimated Expense Ratio: 131.049% 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 | $1,976,118 | — | $1,372,856 | $33,000 | — |
| 2023 | $2,535,197 | — | $1,569,875 | $33,000 | — |
| 2022 | $2,386,574 | — | $1,548,572 | — | $254,725 |