# Trustees Of The Unite Here Legal Plan 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-the-unite-here-legal-plan-363344005-501

> Trustees Of The Unite Here Legal Plan's 401(k) plan: 8,339 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 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](https://planprovider.pro/provider/troutman-pepper-locke-lp) — ERISA Attorney

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [MESIROW FINANCIAL](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-unite-here-legal-plan-363344005-501)

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