Plan Snapshot
- Plan Sponsor: Trustees Of The Amalgamated Retail Retirement Fund
- Sponsor EIN: 131599961
- Sponsor Address: 305 7TH AVENUE, NEW YORK, NY, 100016443
- Plan Type: DB
- Total Participants: 20
- Total Assets: $33.3M
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 | 20 | $33.3M | $83,484 | $0 |
| 2023 | 19 | $35.4M | $77,128 | $0 |
| 2022 | 18 | $36.9M | $76,317 | $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 |
|---|---|---|---|---|
| SCHULTE ROTH & ZABEL LLP | NONE | $730,074 | — | $730,074 |
| SEGAL MARCO ADVISORS | NONE | $57,000 | — | $57,000 |
| HORIZON ACTUARIAL SERVICES, LLC | NONE | $54,491 | — | $54,491 |
| NY NJ REGIONAL JOINT BOARD | AFFILIATED UNION | $51,600 | — | $51,600 |
| AMALGAMATED EMPLOYEE BENEFIT ADMINI | NONE | $44,928 | — | $44,928 |
| MESIROW FINANCIAL | NONE | $40,000 | — | $40,000 |
| ROGOFF & COMPANY, PC | NONE | $28,176 | — | $28,176 |
| ENTRUST GLOBAL PARTNERS OFFSHORE LP | NONE | $16,107 | — | $16,107 |
| LOOMIS SAYLES | NONE | $14,606 | — | $14,606 |
| HAMILTON LANE | NONE | $7,092 | — | $7,092 |
| AMALGAMATED BANK | Other Service Provider | $6,583 | — | $6,583 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE ROTH & ZABEL LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,050,657
- Estimated Expense Ratio: 3.154% 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 | $1,161,530 | $140,958 | $44,928 | $28,176 | — |
| 2023 | $1,899,479 | $150,827 | $45,684 | $28,100 | — |
| 2022 | $624,308 | $167,005 | $47,274 | — | $272,405 |