Original filing (PDF)20260414105128NAL0011044643001

Trustees of the Unite HERE Local 26 401(k) Plan

Name: Trustees of the Unite HERE Local 26 401(k) Plan — Form 5500 Plan 003 (2024)
Creator: Trustees of the Unite HERE Local 26 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Unite HERE Local 26 401(k) Plan

401(k) retirement plan · Trustees of the Unite HERE Local 26 401(k) Plan's Unite HERE Local 26 401(k) Plan held $100.2M in plan assets for 2,995 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

2,995

Accounts w/ balance

3,034

Plan assets (EOY)

$100.2M

Net assets (EOY)

$100.2M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 966K (11% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF THE UNITE HERE LOCAL 26 401(K) PLAN.

Plan sponsor

Name

TRUSTEES OF THE UNITE HERE LOCAL 26 401(K) PLAN

EIN

22-3674126all filings

Address

52 CHURCH ST. STE A · BOSTON, MA · 02116

Phone

(617) 451-0318

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

MANZI & ASSOCIATES LLC

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$39K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GBHE LOCAL 26 BENEFITS ADMIN LLC	45-3706480	—	NONE	$188K	—

Investments

3 pooled funds· $17.5M(18% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$7.6M	7.6%
PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$5.6M	5.6%
PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	$4.3M	4.3%