Board of Trustees Ufcw Northeast Retirement 401K Fund401(k)
UFCW NORTHEAST RETIREMENT 401K FUND · WESTPORT, CT · plan year 2024
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees Ufcw Northeast Retirement 401K Fund reported $75,000 in plan administrative expenses for 2024: 9.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $837 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Connecticut (1,065th of 1,106), and 2,347th of 2,677 in transportation & warehousing. In 2024, the employer put in $11.91 for every $1.00 employees contributed themselves.
Board of Trustees Ufcw Northeast Retirement 401K Fund's 2024 employer contribution ran above the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 933568471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.