Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $1.3M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$57.9M in admin expenses, $171 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
85 funds of $250K or more; 338 lines in all, holding $5.18B of the plan's $6.04B. Recordkeeper: Ufcw Benefits Administration.
| Fund | Dollars | % of funds% |
|---|---|---|
| All Weather Portfolio LLC CL B Manager not matched · Mutual fund | $457M | 8.8% |
| Partnerships/joint venture interests Manager not matched · Other | $310M | 6.0% |
| Short-term investments BNY · Other | $285M | 5.5% |
| Partnerships/joint venture interests N Manager not matched · Other | $242M | 4.7% |
| Brandywine Global Multi-Sector Manager not matched · Other | $166M | 3.2% |
| Loomis Strategic Alpha Trust Natixis IM · Other | $150M | 2.9% |
| DE Shaw Composite Intl FD Ordinary Series Manager not matched · Other | $149M | 2.9% |
| Emerging Markets Equity Fund A Manager not matched · Mutual fund | $133M | 2.6% |
| Citadel Kensington Global Strategies FD LTD Manager not matched · Other | $129M | 2.5% |
| AHL Alpha Cayman Limited Manager not matched · Other | $113M | 2.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
328 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
328 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 28 by compensation.
| Provider | Compensation |
|---|---|
UFCW BENEFITS ADMINISTRATION LLC11+ years Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 Contract Administrator | $3,702,135 |
Service code 28 · EIN 98-0465834 Investment Management | $1,496,956 |
PATHWAY CAPITAL MANAGEMENT11+ years Filed as: PATHWAY CAPITAL MANAGEMENT, LP Service code 51 · EIN 95-4299348 Investment Mgmt Fees | $1,385,471 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 Investment Mgmt Fees | $1,017,338 |
ABRDN INC9 years Filed as: ABERDEEN ASSET MANAGEMENT, INC. Service code 28 · EIN 51-0368279 Investment Management | $887,449 |
Service code 11 · EIN 26-1370698 Actuarial | $735,245 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE ADVISOR, LLC Service code 51 · EIN 23-2962336 Investment Mgmt Fees | $702,640 |
Service code 28 11111 SANTA MONICA BLVD 1250 · LOS ANGELES, CA 90025 Investment Management | $682,397 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 Investment Mgmt Fees | $601,186 |
Service code 28 · EIN 51-0412248 Investment Management | $536,906 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Kevin Culp, FSA, Ea Horizon Actuarial Services, LLC Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025