Ufcw No. California Food Employers Joint Individual Account Plan
Sponsored by Board Of Trustees Ufcw No. California Food Employers Joint Ind Account · EIN 680161773 · Plan #002
- Total assets
- $267M
- Net assets
- $267M
- Active participants
- 25,465
- With balances
- 25,465
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hudson Edge Investment Partners, Inc. CRD 104870 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ufcw Group Administration Llc | Plan administrator, Direct payment from the plan | $1,639,366 |
| Eide Bailly, Llp | Accounting, Direct payment from the plan | $101,803 |
| Hudson Edge Investment Partners | Investment management fees (indirect), Investment management | $98,454 |
| Seyfarth Shaw Llp | Direct payment from the plan, Legal | $65,726 |
| Northern Trust | Custodial (securities), Direct payment from the plan | $61,454 |
| Wellington Trust | Investment management fees (indirect), Investment management | $61,391 |
| New England Pension Consultants | Investment advisory (plan), Direct payment from the plan | $60,331 |
| Horizon Actuarial Consultants | Consulting (pension), Direct payment from the plan | $56,102 |
| Segal Company | Consulting (pension), Direct payment from the plan | $55,344 |
| Ufcw Local Union 5 | Direct payment from the plan, Contract administrator | $41,306 |
| Ufcw Local Union 8 | Contract administrator, Direct payment from the plan | $30,174 |
| Mccracken, Stemerman & Holsberry | Legal, Direct payment from the plan | $17,730 |
| Ufcw Local Union 648 | Contract administrator, Direct payment from the plan | $8,278 |
| National Investment Services Of Ame | Investment management, Investment management fees (indirect) | $6,610 |