# Amalgamated Transit Union 401(k) Plan
Source: https://planprovider.pro/companies/amalgamated-transit-union-401k-plan

> Amalgamated Transit Union's 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/calibre-cpa-group-pllc) — 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|

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