# Amalgamated Bank Of Chicago 401(k) Plan
Source: https://planprovider.pro/companies/amalgamated-bank-of-chicago-401k-plan

> Amalgamated Bank Of Chicago's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amalgamated Bank Of Chicago

- **Sponsor EIN:** 360721895

- **Sponsor Address:** 30 NORTH LASALLE STREET, CHICAGO, IL, 606022500

- **Plan Type:** 401(k)

- **Total Participants:** 130

- **Total Assets:** $26.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$26.5M|$817,998|$1.2M|

| 2023|132|$26.7M|$771,598|$1.1M|

| 2022|112|$25.5M|$651,737|$980,303|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$48,624|—|$48,624|

| SMITH & HOWARD, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,624

- **Estimated Expense Ratio:** 0.184% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$48,624|$42,806|—|—|—|

| 2023|$53,337|$44,727|—|—|—|

| 2022|$61,262|—|—|—|—|

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