Plan Snapshot
- Plan Sponsor: Trustees Of The Unite Here Legal Plan
- Sponsor EIN: 363344005
- Sponsor Address: 2625 BUTTERFIELD ROAD, SUITE 208E, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 8,339
- Total Assets: $6.6M
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 | 8,339 | $6.6M | $3.8M | $0 |
| 2023 | 6,666 | $5.6M | $3.2M | $0 |
| 2022 | 5,894 | $4.1M | $2.8M | $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 |
|---|---|---|---|---|
| GEORGES & SYNOWIECKI , LTD. | Other Service Provider | $2,651,179 | — | $2,651,179 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $135,345 | — | $135,345 |
| MACNELL ACCOUNTING & CONSULTING,LLP | Other Service Provider | $60,775 | — | $60,775 |
| TROUTMAN PEPPER LOCKE LLP | ERISA Attorney | $26,368 | — | $26,368 |
| CREATIVE PLANNING | Investment Advisor | $19,959 | — | $19,959 |
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $16,348 | — | $16,348 |
| MESIROW FINANCIAL | Investment Advisor | $12,340 | — | $12,340 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $7,160 | — | $7,160 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TROUTMAN PEPPER LOCKE LLP — ERISA Attorney
- CREATIVE PLANNING — Investment Advisor
- MESIROW FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,929,474
- Estimated Expense Ratio: 44.153% 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 | $272,282 | $32,299 | $103,355 | $18,325 | — |
| 2023 | $258,549 | $42,657 | $82,561 | $16,275 | — |
| 2022 | $243,434 | $14,625 | $76,537 | — | $128,375 |