Trustees of UFCW Retirement and Savings Plan retirement plan: assets, participants and fees
What Trustees of UFCW Retirement and Savings Plan'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 | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Baratz & Associates, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 104 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Trustees of UFCW Retirement and Savings Plan: employer contribution per participant | $421 | |
| Peer median | $3,632 |
| Trustees of UFCW Retirement and Savings Plan: average balance | $4,611 | |
| Peer median | $158,797 |
| Trustees of UFCW Retirement and Savings Plan: admin expenses ÷ assets | 0.87% | |
| Peer median | 0.04% |
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 $168M at the end of plan year 2023 to $192M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 67,978 | $192M | $17.5M | $421 | 0.87% | Not published | Form 5500 ↗ |
| 2023 | 62,667 | $168M | $15.9M | $405 | 1.11% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of UFCW Retirement and Savings Plan match 401(k) contributions?
The match terms for the Ufcw Retirement and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $17.5M in employer contributions, about $421 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of UFCW Retirement and Savings Plan 401(k) match vested?
The vesting schedule for the Ufcw Retirement and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of UFCW Retirement and Savings Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs. The plan administrator is Trustees of Ufcw Retirement and Savings Plan.
I left Trustees of UFCW Retirement and Savings Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Ufcw Retirement and Savings Plan, (800) 883-3682) or the recordkeeper, John Hancock Retirement Plan Svcs. The Trustees of UFCW Retirement and Savings Plan old 401(k) page lists the contacts from every plan filing. Find an old Trustees of UFCW Retirement and Savings Plan 401(k)
Data from the public Form 5500 annual reports Trustees of UFCW Retirement and 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 Trustees of UFCW Retirement and Savings Plan. Not financial advice. Report a correction · Methodology