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Original filing (PDF)20251015155121NAL0002697059003
UNITE HERE LOCAL 274 LEGAL SERVICES FUND
Form 5500
FILING_RECEIVED
UNITE HERE LOCAL 274 LEGAL SERVICES FUND
Health & welfare plan
Signals · 2
~8330 bps in Sched C feesNo recordkeeper disclosed
Active participants
752
Accounts w/ balance
—
Plan assets (EOY)
$57K
Net assets (EOY)
$57K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 8330 bps in Schedule C fees — 5172% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITE HERE LOCAL 274 LEGAL SERVICES FUND.
Plan sponsor
Name
UNITE HERE LOCAL 274 LEGAL SERVICES FUND
EIN
27-3421780
Address
1415 NORTH BROAD STREET · SUITE 219 · PHILADELPHIA, PA · 19122
Phone
(610) 232-3145
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
ALAN ROSS & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIG WILLIAMS & DAVIDSON | 23-2506404 | PHILADELPHIA, PA | NONE | $43K | — |
| INNOVATIVE CONSULTING AND SOLUTIONS | — | WOODBRIDGE, CT | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.