Plan Snapshot
- Plan Sponsor: Trustees Of The Unite Here Local 26 401(K) Plan
- Sponsor EIN: 223674126
- Sponsor Address: 145 TREMONT ST. FLOOR 6, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 3,222
- Total Assets: $90.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,222 | $90.9M | $0 | $0 |
| 2023 | 2,597 | $81.1M | $0 | $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 |
|---|---|---|---|---|
| MANZI & ASSOCIATES LLC | Auditor | $26,145 | — | $26,145 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,145
- Estimated Expense Ratio: 0.029% 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 | $307,751 | $39,970 | $39,860 | $26,145 | — |
| 2023 | $261,634 | $36,374 | — | — | $54,290 |