# Amalgamated Transit Union DB Plan
Source: https://planprovider.pro/companies/amalgamated-transit-union-plan-001-4540

> Amalgamated Transit Union's DB plan: 73 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:** 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|

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