Bd of Trustees UFCW Consolidated Pension Fund retirement plan: assets, participants and fees
What Bd of Trustees UFCW Consolidated Pension Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Center Square Investment Management | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 11 pension plans in retail trade with 50,000 or more participants.
| Bd of Trustees UFCW Consolidated Pension Fund: employer contribution per participant | $174 | |
| Peer median | $614 |
| Bd of Trustees UFCW Consolidated Pension Fund: average balance | $15,921 | |
| Peer median | $18,938 |
| Bd of Trustees UFCW Consolidated Pension Fund: admin expenses ÷ assets | 1.16% | |
| Peer median | 0.69% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.4B at the end of plan year 2023 to $5.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 347,574 | $5.5B | $60.6M | $174 | 1.16% | Not published | Form 5500 ↗ |
| 2023 | 365,494 | $5.4B | $18.4M | $50 | 0.86% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees UFCW Consolidated Pension Fund match 401(k) contributions?
The match terms for the Ufcw Consolidated Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $60.6M in employer contributions, about $174 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees UFCW Consolidated Pension Fund 401(k) match vested?
The vesting schedule for the Ufcw Consolidated Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees UFCW Consolidated Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Center Square Investment Management. The plan administrator is Bd of Trustees Ufcw Consolidated Pension Fund.
I left Bd of Trustees UFCW Consolidated Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bd of Trustees Ufcw Consolidated Pension Fund, (770) 997-9910) or the recordkeeper, Center Square Investment Management. The Bd of Trustees UFCW Consolidated Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees UFCW Consolidated Pension Fund 401(k)
Data from the public Form 5500 annual reports Bd of Trustees UFCW Consolidated Pension Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bd of Trustees UFCW Consolidated Pension Fund. Not financial advice. Report a correction · Methodology