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Original filing (PDF)20251006161818NAL0003999649001
SCUFCW JOINT BENFIT FUNDS LLC
Form 5500
FILING_RECEIVED
SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
174
Accounts w/ balance
134
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCUFCW JOINT BENFIT FUNDS LLC.
Plan sponsor
Name
SCUFCW JOINT BENFIT FUNDS LLC
EIN
74-3243950
Address
6425 KATELLA AVENUE · CYPRESS, CA · 90630
Phone
(714) 220-2297
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | 20-8532658 | — | NONE | $24K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $21K | — |
Investments
25 direct securities · 1 pooled fund· $10.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.3M
25 holdings
Common Collective Trust
$802K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company | — | — | — | $1.2M | 12.1% | |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company | — | — | — | $1.2M | 12.0% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | — | — | — | $1.2M | 12.0% | |
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company | — | — | — | $1.2M | 11.7% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $1.0M | 10.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $802K | 7.9% | |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company | — | — | — | $634K | 6.2% | |
| AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company | — | — | — | $596K | 5.9% | |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company | — | — | — | $407K | 4.0% | |
| AMERICAN FUNDS TRGTDT 2015 R6 Registered Investment Company | — | — | — | $315K | 3.1% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $231K | 2.3% | |
| AMERICAN NEW PERSPECTIVE R6 Registered Investment Company | — | — | — | $229K | 2.3% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | — | — | — | $208K | 2.1% | |
| INVESCO SMALLCAPVALUE Y Registered Investment Company | — | — | — | $146K | 1.4% | |
| FRANKLIN GROWTH FUND ADVISOR Registered Investment Company | — | — | — | $102K | 1.0% | |
| INVESCO OPPEN INTL GROWTH Y Registered Investment Company | — | — | — | $100K | 1.0% | |
| VANGUARD EQUITY INCOME FUND Registered Investment Company | — | — | — | $91K | 0.9% | |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company | — | — | — | $66K | 0.7% | |
| PGIM TOTAL RETURN BOND R6 Registered Investment Company | — | — | — | $66K | 0.6% | |
| DFA EMERGING MARKETS CORE EQ Registered Investment Company | — | — | — | $63K | 0.6% | |
| VANGUARD EXPLORER FUND INV Registered Investment Company | — | — | — | $54K | 0.5% | |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company | — | — | — | $38K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL Registered Investment Company | — | — | — | $34K | 0.3% | |
| FIDELITY ADV HIGH INCADV FD I Registered Investment Company | — | — | — | $23K | 0.2% | |
| DODGE & COX STOCK FUND X Registered Investment Company | — | — | — | $22K | 0.2% | |
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company | — | — | — | $20K | 0.2% |