Filings through .
2 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$35.0M in admin expenses, $175 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
42 funds of $250K or more; 69 lines in all, holding $3.29B of the plan's $6.50B. Recordkeeper: SC Ufcw Administration.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mfb NT Collective All Country World Ex-Us Index Fund - Lending Northern Trust · Collective trust Index | $469M | 14.3% |
| Mfb NT Collective S&P 500 Index Fund - Lending Northern Trust · Collective trust Index | $424M | 12.9% |
| Mfb NT Collective TIPS Index Fund - Non Lending Northern Trust · Collective trust Index | $312M | 9.5% |
| CF Ncs Group Trust - Global Fund Manager not matched · Collective trust | $220M | 6.7% |
| Brigade High Yield Fund LP Manager not matched · Other | $173M | 5.2% |
| CF Gqg Partners Emerg Mrkts Eqty CIT CL B GQG Partners · Collective trust | $151M | 4.6% |
| CF Beach Point Loan Fund(Cayman) LTD - CLA8 Beach Point Capital · Other | $126M | 3.8% |
| ABS Emerging Markets Strategic Portfolio, LP Manager not matched · Other | $125M | 3.8% |
| CF Metlife Emerging Market Debt CIT MetLife · Collective trust | $113M | 3.4% |
| CF Kohinoor Series (Cayman) Fund - Class B Manager not matched · Other | $107M | 3.3% |
| 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 |
59 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
59 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 32 by compensation.
| Provider | Compensation |
|---|---|
SC UFCW ADMINISTRATION LLC6 years Service code 14 · EIN 74-3243950 Plan Administrator | $6,702,529 |
BNY MELLON2 years Filed as: BNY MELLON INVESTMENT ADVISER INC Service code 28 · EIN 13-5673135 Investment Management | $1,342,937 |
MEKETA INVESTMENT GROUP6 years Service code 27 · EIN 04-2659023 Advisory (Plan) | $1,156,322 |
VICTORY CAPITAL MANAGEMENT6 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 Investment Management | $946,469 |
ACADIAN ASSET MANAGEMENT LLC10+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 Investment Management | $889,154 |
Service code 11 · EIN 26-1370698 Actuarial | $859,757 |
Filed as: KAYNE ANDERSON RUDNICK INV MGMT Service code 28 · EIN 95-4191764 Investment Management | $831,528 |
JP MORGAN6 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 Advisory (Plan) | $831,003 |
ARTISAN PARTNERS10+ years Service code 28 · EIN 30-0551775 Investment Management | $719,264 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (WS) INC. Service code 11 · EIN 94-1503999 Actuarial | $673,137 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Mark Hamwee, FSA, Maaa Segal 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.
Filed October 18, 2004.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025