Plan Snapshot
- Plan Sponsor: Amalgamated Transit Union
- Sponsor EIN: 536014540
- Sponsor Address: 4440 ASH GROVE, SPRINGFIELD, IL, 62711
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 197 | $12.6M | $105,882 | $802,953 |
| 2023 | 188 | $10.7M | $83,192 | $715,052 |
| 2022 | 181 | $8.7M | $83,258 | $636,538 |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP | Auditor | $18,000 | — | $18,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.143% 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 | $34,182 | $3,089 | $2,360 | $18,000 | — |
| 2023 | $52,752 | $2,965 | $16,600 | $15,000 | — |
| 2022 | $23,078 | $2,961 | $4,159 | — | $15,958 |