United Food and Commercial Workers International Union Local 770

Form 5500 Data

United Food and Commercial Workers International Union Local 770

70
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
70
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (32)
Average in Peer Group (74)
Highest in Peer Group (90)

Plan Description

UFCW Local 770 Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 70. This plan is in the top 15% of plans for Account Balances and Total Plan Cost. UFCW Local 770 Savings and Retirement Plan currently has over 100 active participants and over $13.9M in plan assets.

Did you know?

For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (70) and the top rated plan (90) could equate to:
13
Additional years of work
71,506
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 630 Shatto Place
  • Location
    Los Angeles , CA
  • 90005-1303
  • Industry
    Labor Unions and Similar Labor Organizations
  • Net Plan Assets
    $13,900,000
  • Total Participants
    130
  • Avg Account Balance
    $140,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Great
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

43

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 29%
N/A
Fidelity 500 Index 12%
N/A
Fidelity Managed Income Portfolio 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Calibre CPA Group PLLC

Articles and Questions

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