The Adjustable Plan Of The Unite Here Retirement
Sponsored by Board Of Trustees Adjustable Plan Of The Unite Here Retirement Fund · EIN 820994119 · Plan #002
- Total assets
- $450M
- Net assets
- $449M
- Active participants
- 49,655
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Amalgamated Employee Benefits Admin | Contract administrator, Direct payment from the plan | $2,574,996 |
| Aligraphics, A Division Of Aeba | Other services, Direct payment from the plan | $269,999 |
| International Real Estate Corporati | Investment management fees (direct) | $251,318 |
| Legacy Plan Of The Unite Here Retir | Other services | $181,425 |
| Cleary, Josem & Trigiani Llp | Legal, Direct payment from the plan | $133,344 |
| Cheiron, Inc. | Actuarial, Direct payment from the plan | $117,249 |
| Eaton Vance Trust Company | Investment management fees (direct), Investment management fees (indirect) | $117,206 |
| Loomis Sayles Trust Company | Investment management fees (direct) | $93,273 |
| Prudential Trust Company | Investment management fees (direct), Investment management fees (indirect) | $76,955 |
| Amalgamated Life Insurance Company | Other services, Direct payment from the plan | $60,448 |
| Segal Advisors, Inc | Investment advisory (plan), Investment management fees (direct) | $59,466 |
| Morgan, Lewis & Bockius, Llp | Legal, Direct payment from the plan | $51,781 |
| Macnell Accounting & Consulting Llp | Accounting, Direct payment from the plan | $50,355 |
| Unite Here Health | Accounting, Direct payment from the plan | $48,589 |
| Unite Here Local 54 | Other services, Direct payment from the plan | $18,163 |
| Kdg Development Strategies, Llc | Consulting (general), Direct payment from the plan | $12,821 |
| Bny Mellon | Investment management fees (direct), Investment management fees (indirect) | $8,768 |
| Ss&C Technologies | Recordkeeping, Direct payment from the plan | $0 |
| Sovos Compliance, Llc | Other services, Direct payment from the plan | $0 |