The Board of Trustees of the Ufcw- Cannabis Industry Individual AccounMoney purchase plan
UFCW-CANNABIS INDUSTRY INDIVIDUAL ACCOUNT PLAN · PHOENIX, AZ · plan year 2024
The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $363,333 across 1,998 participant accounts, with employer contributions averaging $675 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,233rd of 1,285), and 5,089th of 5,215 in retail trade.
The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun'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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 365096695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.