# Unite Here 401(k) Plan
Source: https://planprovider.pro/companies/unite-here-133819434-507

> Unite Here's 401(k) plan: 21,821 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — ERISA Attorney

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unite-here-133819434-507)

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