Plan Ledger DOL Form 5500 · updated monthly

United Food and Commercial Workers International Union Local 770401(k)

UFCW LOCAL 770 SAVINGS AND RETIREMENT PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

United Food and Commercial Workers International Union Local 770 reported $821 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,467 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.

Across the 1 year on file its reported administrative ratio fell from 0.006% to 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 4,394th-largest of 9,483 plans among California employers on file, and the 1,289th of 3,341 in other services. In 2024, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 99 to 109 since 2022.

Plan summary
Net assets, end of year$14,989,754
Participants with balances107
Active participants109
Employer contributions$268,892
Employee contributions$603,806
Employer contribution per active participant$2,467
Average account balance$140,091
Benefits paid to participants$2,246,778
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 107 accts · $269K emplr
2023$14.5M · 106 accts · $244K emplr
2022$12.6M · 103 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$821
Total administrative$821
The United Food and Commercial Workers International Union Local 770 401(k) match · 2024
Employer contribution per active participant$2,467
Median for plans this size$2,416
2024$2,467 per active participant
2023$2,282 per active participant
2022$2,285 per active participant

United Food and Commercial Workers International Union Local 770's 2024 employer contribution ran above the $2,416 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$821 · 0.01%
2023$835 · 0.01%
2022Not separately reported
Similar plansOther Services · California
California Society of Cpas CA$15.5M · 0.38%
Balt USA, LLC CA$15.5M · 0.56%
Team San Jose CA$14.6M · 0.33%
Hk Enterprises, Inc. CA$14.6M · 0.14%
Unico Mechanical Corp. CA$14.4M · 0.42%
El Proyecto Del Barrio,Inc. CA$14.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954076624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.