Plan Snapshot
- Plan Sponsor: Unite Here
- Sponsor EIN: 133819434
- Sponsor Address: 275 SEVENTH AVENUE 11TH FLOOR, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Plan Number: 507
- Total Participants: 21,821
- Total Assets: $85.4M
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 | 21,821 | $85.4M | $0 | $0 |
| 2023 | 24,538 | $85.5M | $0 | $0 |
| 2022 | 23,129 | $85.7M | $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 |
|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADM. | Other Service Provider | $956,675 | — | $956,675 |
| SEGAL CONSULTING | Other Service Provider | $115,848 | — | $115,848 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $78,401 | — | $78,401 |
| SCHULTE, ROTH AND ZABEL | ERISA Attorney | $68,507 | — | $68,507 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $46,192 | — | $46,192 |
| ALIGRAPHICS, A DIVISION OF AEBA | Other Service Provider | $36,124 | — | $36,124 |
| NOVAK FRANCELLA, LLC | Auditor | $26,000 | — | $26,000 |
| INVESCO | Other Service Provider | $25,260 | — | $25,260 |
| ALLLIANT INSURANCE SERVICES, INC. | Other Service Provider | — | $18,138 | $18,138 |
| SS & C TECHNOLOGIES INC | Other Service Provider | — | $15,938 | $15,938 |
| KOSKIE MINSKY LLP | Other Service Provider | $11,539 | — | $11,539 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE, ROTH AND ZABEL — ERISA Attorney
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,398,622
- Estimated Expense Ratio: 1.639% 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 | $1,578,591 | $335,951 | $850,195 | $32,000 | — |
| 2023 | $1,577,798 | $350,431 | $844,844 | $32,000 | — |
| 2022 | $1,901,190 | $285,861 | $708,341 | — | $328,996 |