Ufcw Local One 401(k) Savings Plan
Sponsored by Brd Of Ttees Ufcw Local One 401(k) Savings Plan · EIN 166184130 · Plan #003
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 9,699
- With balances
- 11,426
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 |
|---|---|---|
| American Trust Company | Contract administrator, Direct payment from the plan | $554,502 |
| American Trust Company | Custodial (securities), Direct payment from the plan | $126,669 |
| Slevin & Hart, Pc | Legal, Direct payment from the plan | $101,212 |
| Brian Freeman | Employee (plan), Direct payment from the plan | $23,275 |
| Bridgeway Benefit Technologies | Recordkeeping, Direct payment from the plan | $23,267 |
| Regina Heiland | Employee (plan), Direct payment from the plan | $23,057 |
| Kelley Mclaughlin | Employee (plan), Direct payment from the plan | $15,807 |
| Kristin Owen | Employee (plan), Direct payment from the plan | $15,258 |
| Peter Decarlo Cpa Pllc | Accounting, Direct payment from the plan | $15,000 |
| Calibre Cpa Group Pllc | Accounting, Direct payment from the plan | $15,000 |
| Zachary Gehan | Employee (plan), Direct payment from the plan | $10,903 |
| Charlene Broccoli | Employee (plan), Direct payment from the plan | $5,012 |