Ufcw Retirement And Savings Plan
Sponsored by Trustees Of Ufcw Retirement And Savings Plan · EIN 232818427 · Plan #001
- Total assets
- $192M
- Net assets
- $192M
- Active participants
- 19,380
- With balances
- 41,657
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Custodial (securities), Float revenue | $856,442 |
| Frank M. Vaccaro & Associates | Contract administrator, Direct payment from the plan | $782,937 |
| Segal Select Insurance Services,Inc | Insurance agents and brokers, Direct payment from the plan | $49,302 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $34,810 |
| Baratz & Associates, P.A. | Accounting, Direct payment from the plan | $26,000 |
| O'brien Belland & Bushinsky Llc | Legal, Direct payment from the plan | $11,528 |