Original filing (PDF)20250424113607NAL0004645011001

UFCW LOCAL 1262

Name: UFCW LOCAL 1262 — UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: UFCW LOCAL 1262

Form 5500-SF

FILING_RECEIVED

UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UFCW LOCAL 1262.

Plan sponsor

Name

UFCW LOCAL 1262

EIN

22-1339607

Address

1389 BROAD STREET · CLIFTON, NJ · 070134221

Phone

(973) 777-3700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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