Ufcw Local 342 Savings And 401(k) Plan
Sponsored by Board Of Trustees Ufcw Local 342 Savings And 401(k) · EIN 562364474 · Plan #001
- Total assets
- $125M
- Net assets
- $124M
- Active participants
- 9,446
- With balances
- 12,041
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Direct payment from the plan, Contract administrator, Other investment fees and expenses | $351,457 |
| Ufcw Local 342 Welfare Fund | Recordkeeping, Direct payment from the plan | $130,000 |
| Ufcw Local 342 Operating Account | Plan administrator, Direct payment from the plan | $120,000 |
| Ufcw Local 342 | Recordkeeping, Direct payment from the plan | $59,000 |
| Archer Byington Glennon & Levine | Legal, Direct payment from the plan | $40,480 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $39,062 |
| Quan Vest Consultants | Investment management, Investment management fees (direct) | $28,413 |
| Solarus Technologies | Recordkeeping, Direct payment from the plan | $7,319 |