Ufcw Investment Savings Plan And Trust
Sponsored by Board Of Trustees, Ufcw Investment Savings Plan And · EIN 911852794 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 3,116
- With balances
- 3,366
Plan year beginning 01/01/2024 · 401(k)
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, Direct payment from the plan, Float revenue | $79,226 |
| Zenith American Solutions | Contract administrator, Copying and duplicating, Participant communication | $60,012 |
| Rvk, Inc. | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $13,000 |
| Us Bank Na | Trustee (institutional), Direct payment from the plan | $7,132 |
| Barlow Coughran Morales Josephson | Legal, Direct payment from the plan | $5,488 |