Plan Snapshot
- Plan Sponsor: Board Of Trustee Unite Here! Workers
- Sponsor EIN: 454227067
- Sponsor Address: 52 CHURCH STREET, BOSTON, MA, 021160000
- Plan Type: DB
- Total Participants: 6,037
- Total Assets: $169.1M
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 | 6,037 | $169.1M | $24.0M | $0 |
| 2023 | 4,762 | $136.5M | $17.2M | $0 |
| 2022 | 4,016 | $109.5M | $13.9M | $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 |
|---|---|---|---|---|
| MEKATA INVESTMENT GROUP | Other Service Provider | $176,147 | — | $176,147 |
| EMPLOYEE A | Recordkeeper | $139,945 | — | $139,945 |
| WILMINGTON TRUST | Other Service Provider | $138,334 | — | $138,334 |
| CHEIRON | Other Service Provider | $127,363 | — | $127,363 |
| GREENBERG TRAURIG | ERISA Attorney | $78,500 | — | $78,500 |
| MCCRACKEN, STEMERMAN & HOLSBERRY,LL | Other Service Provider | $77,262 | — | $77,262 |
| EMPLOYEE D | Recordkeeper | $60,071 | — | $60,071 |
| EMPLOYEE C | Recordkeeper | $60,071 | — | $60,071 |
| EMPLOYEE B | Recordkeeper | $44,924 | — | $44,924 |
| EMPLOYEE E | Recordkeeper | $38,777 | — | $38,777 |
| US BANK | Other Service Provider | $30,119 | — | $30,119 |
| MANZI & ASSOCIATES LLC | Other Service Provider | $25,500 | — | $25,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE A — Recordkeeper
- GREENBERG TRAURIG — ERISA Attorney
- EMPLOYEE D — Recordkeeper
- EMPLOYEE C — Recordkeeper
- EMPLOYEE B — Recordkeeper
- EMPLOYEE E — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $997,013
- Estimated Expense Ratio: 0.590% 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 | $1,604,609 | $365,909 | — | $25,500 | — |
| 2023 | $1,405,853 | $330,514 | — | $23,050 | — |
| 2022 | $1,006,911 | — | — | — | $185,956 |