Original filing (PDF)20251015225711NAL0007618080001

BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND

Name: BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND — UFCW INVESTMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND

Form 5500

FILING_RECEIVED

UFCW INVESTMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

3,116

Accounts w/ balance

3,366

Plan assets (EOY)

$36.5M

Net assets (EOY)

$36.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND.

Plan sponsor

Name

BOARD OF TRUSTEES, UFCW INVESTMENT SAVINGS PLAN AND

EIN

91-1852794

Address

12205 SW TUALATIN RD STE 200 · TUALATIN, OR · 97062

Phone

(866) 796-7623

Industry

Supermarkets & Other Grocery Stores· Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SVCS	01-0233346	—	NONE	$79K	—
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$60K	—
RVK, INC.	93-0910652	—	NONE	$23K	—
MILLER KAPLAN ARASE LLP	95-2036255	—	NONE	$13K	—
US BANK NA	31-0841368	—	NONE	$7K	—
BARLOW COUGHRAN MORALES JOSEPHSON

Investments

1 pooled fund· $671K(2% 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.