Plan Snapshot
- Plan Sponsor: Amalgamated Transit Union
- Sponsor EIN: 536014540
- Sponsor Address: 10000 NEW HAMPSHIRE AVENUE, SILVER SPRING, MD, 209031706
- Plan Type: DB
- Total Participants: 73
- Total Assets: $90.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 73 | $90.9M | $5.2M | $0 |
| 2023 | 72 | $88.4M | $3.8M | $0 |
| 2022 | 71 | $86.6M | $3.6M | $0 |
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, PLLC | Auditor | $17,500 | — | $17,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,500
- Estimated Expense Ratio: 0.019% 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 | $348,675 | $80,270 | — | $17,500 | — |
| 2023 | $399,086 | $114,665 | — | $21,000 | — |
| 2022 | $407,660 | $187,299 | — | — | $85,962 |