# Trustees Of The Amalgamated Retail Retirement Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-amalgamated-retail-retirement-fund-plan

> Trustees Of The Amalgamated Retail Retirement Fund's DB plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schulte-roth-and-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|

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