Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S retirement plan: assets, participants and fees
What Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American 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 | Legacy Professionals LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (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.
| Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S: employer contribution per participant | $654 | |
| Peer median | $614 |
| Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S: average balance | $18,938 | |
| Peer median | $18,938 |
| Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S: admin expenses ÷ assets | 0.56% | |
| 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 $1.3B at the end of plan year 2023 to $1.3B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 68,000 | $1.3B | $44.4M | $654 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 67,110 | $1.3B | $45.6M | $679 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S match 401(k) contributions?
The match terms for the Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $44.4M in employer contributions, about $654 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S 401(k) match vested?
The vesting schedule for the Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Legacy Professionals LLP. The plan administrator is Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S.
I left Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of the Rocky Mountain Ufcw Pension Plan C/O Zenith American S, (303) 430-9476) or the recordkeeper, Legacy Professionals LLP. The Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S old 401(k) page lists the contacts from every plan filing. Find an old Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S 401(k)
Data from the public Form 5500 annual reports Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S 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 Trustees of the Rocky Mountain UFCW Pension Plan C/O Zenith American S. Not financial advice. Report a correction · Methodology