Brd of Ttees UFCW Local One 401(k) Savings Plan 401(k) match, vesting and fees
What Brd of Ttees UFCW Local One 401(k) Savings Plan's 401(k) 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 | Bridgeway Benefit Technologies | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 87 defined-contribution plans in retail trade with 10,000 to 49,999 participants.
| Brd of Ttees UFCW Local One 401(k) Savings Plan: employer contribution per participant | $925 | |
| Peer median | $1,215 |
| Brd of Ttees UFCW Local One 401(k) Savings Plan: average balance | $13,465 | |
| Peer median | $48,539 |
| Brd of Ttees UFCW Local One 401(k) Savings Plan: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.12% |
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 $142M at the end of plan year 2023 to $154M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,902 | $154M | $10.6M | $925 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 13,720 | $142M | $11M | $873 | 0.91% | Not published | Form 5500 ↗ |
Common questions
Does Brd of Ttees UFCW Local One 401(k) Savings Plan match 401(k) contributions?
The match terms for the Ufcw Local One 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10.6M in employer contributions, about $925 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brd of Ttees UFCW Local One 401(k) Savings Plan 401(k) match vested?
The vesting schedule for the Ufcw Local One 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brd of Ttees UFCW Local One 401(k) Savings Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bridgeway Benefit Technologies. The plan administrator is Brd of Ttees Ufcw Local One 401(k) Savings Plan.
I left Brd of Ttees UFCW Local One 401(k) Savings Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brd of Ttees Ufcw Local One 401(k) Savings Plan, (315) 797-9600) or the recordkeeper, Bridgeway Benefit Technologies. The Brd of Ttees UFCW Local One 401(k) Savings Plan old 401(k) page lists the contacts from every plan filing. Find an old Brd of Ttees UFCW Local One 401(k) Savings Plan 401(k)
Data from the public Form 5500 annual reports Brd of Ttees UFCW Local One 401(k) Savings Plan 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 Brd of Ttees UFCW Local One 401(k) Savings Plan. Not financial advice. Report a correction · Methodology