Trustees of the Unite HERE Legal Plan's EIN is 36-3344005.
Download the official 2024 Form 5500 (PDF) for Trustees of the Unite HERE Legal Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEORGES & SYNOWIECKI , LTD. | 36-3246372 | — | NONE | $2.7M | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $135K | — |
| MACNELL ACCOUNTING & CONSULTING,LLP | 30-0510353 | — | NONE | $61K | — |
| TROUTMAN PEPPER LOCKE LLP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Cash Reserves Fed Money Market Admiral Money Market Fund Variable N/A | Mutual Funds | — | $4.0M | $4.0M | 60.4% | |
| INTEREST-BEARING CASH Amalgamated Bank Checking Account Variable N/A | Cash / Money Market | — | $462K | $462K | 7.0% | |
| T Rowe Price Capital Appreciation Mutual Fund N/A | Mutual Funds | — | $301K | $299K | 4.5% | |
| Ishares Russell 1000 Value Equities N/A | Common Collective Trusts | — | $252K | $275K | 4.1% | |
| EQUITIES Ishares Core S&P 500 Equities N/A | Common Collective Trusts | — | $263K | $257K | 3.9% | |
| Ishares Russell 1000 Growth Equities N/A | Common Collective Trusts | — | $208K | $243K | 3.7% | |
| Fiedlity Core Account Cash Variable N/A | Cash / Money Market | — | $170K | $170K | 2.6% | |
| Fidelity Treasury Money Market Fund Money Market Fund Variable N/A | Mutual Funds | — | $100K | $100K | 1.5% | |
| FPA Crescent Fund Supra Institutional Mutual Fund N/A | Other securities | — | $100K | $99K | 1.5% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund N/A | Mutual Funds | — | $81K | $68K | 1.0% | |
| The Growth Fund of America Mutual Fund N/A | Other securities | — | $44K | $61K | 0.9% | |
| PIMCO Income Fund Institutional Fund Mutual Fund N/A | Mutual Funds | — | $51K | $46K | 0.7% | |
| Select Sector SPDR TR Communication Equities N/A | Other securities | — | $30K | $38K | 0.6% | |
| Select Sector SPDR TR Financial Equities N/A | Other securities | — | $30K | $36K | 0.5% | |
| S Doubleline Toal Return Bond Fund Mutual Fund N/A | Mutual Funds | — | $24K | $20K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 58-0946915 |
| — |
| NONE |
| $26K |
| — |
| CREATIVE PLANNING | 43-1270780 | — | NONE | $20K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $16K | — |
| MESIROW FINANCIAL | 36-3194849 | — | NONE | $12K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $7K | — |
