# United Food & Commerical Workers Empl Health & Welfare 401(k) Plan
Source: https://planprovider.pro/companies/united-food-commerical-workers-empl-health-welfare-620978539-501

> United Food & Commerical Workers Empl Health & Welfare's 401(k) plan: 84 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 & 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](https://planprovider.pro/provider/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|

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