Brd of Ttees UFCW Local One Pension Fund retirement plan: assets, participants and fees
What Brd of Ttees UFCW Local One 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 | Bridgeway Benefit Technologies | 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 23 pension plans in retail trade with 10,000 to 49,999 participants.
| Brd of Ttees UFCW Local One Pension Fund: employer contribution per participant | $98 | |
| Peer median | $499 |
| Brd of Ttees UFCW Local One Pension Fund: average balance | $53,163 | |
| Peer median | $36,384 |
| Brd of Ttees UFCW Local One Pension Fund: admin expenses ÷ assets | 0.61% | |
| Peer median | 0.61% |
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 $248M at the end of plan year 2021 to $967M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 18,198 | $967M | $1.8M | $98 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 18,493 | $987M | $2.4M | $131 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 18,879 | $184M | $1.8M | $96 | 1.32% | Not published | Form 5500 ↗ |
| 2021 | 19,177 | $248M | $3M | $158 | 1.18% | Not published | Form 5500 ↗ |
Common questions
Does Brd of Ttees UFCW Local One Pension Fund match 401(k) contributions?
The match terms for the Ufcw Local One Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $98 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 Pension Fund 401(k) match vested?
The vesting schedule for the Ufcw Local One Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brd of Ttees UFCW Local One Pension Fund 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 Pension Fund.
I left Brd of Ttees UFCW Local One Pension Fund. 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 Pension Fund, (315) 797-9600) or the recordkeeper, Bridgeway Benefit Technologies. The Brd of Ttees UFCW Local One Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Brd of Ttees UFCW Local One Pension Fund 401(k)
Data from the public Form 5500 annual reports Brd of Ttees UFCW Local One Pension Fund filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Pension Fund. Not financial advice. Report a correction · Methodology