PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Board of Trustees, UFCW Investment Savings Plan and

Filings through Oct 24, 2026.

Board of Trustees, UFCW Investment Savings Plan and

EIN 91-1852794-Retail Trade-Latest filing 2025
Plans
1
Retirement
1
$41.7M assets
Health & Benefits
0
Participants
3,447
12205 SW TUALATIN RD STE 200 - TUALATIN, OR 97062866-796-7623
Plans on this EIN
1 filing
#001401(k)-$41.7M - 3,447 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

UFCW INVESTMENT SAVINGS PLAN AND TRUST

401(k)

Assets$41.7M
Participants3,447
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UFCW INVESTMENT SAVINGS PLAN AND TRUST401(k)$41.7M3,4472025
  • UFCW INVESTMENT SAVINGS PLAN AND TRUST$41.7M
    #001 · 401(k) · 20253,447
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica