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Original filing (PDF)20251015154112NAL0002570355004
UNITE HERE MID ATLANTIC TRAINING AND SCHOLARSHIP FUND
Form 5500
FILING_RECEIVED
UNITE HERE MID ATLANTIC TRAINING AND SCHOLARSHIP FUND
Health & welfare plan
Signals · 2
~547 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,642
Accounts w/ balance
—
Plan assets (EOY)
$727K
Net assets (EOY)
$726K
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
- 547 bps in Schedule C fees — 246% 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 MID ATLANTIC TRAINING AND SCHOLARSHIP FUND.
Plan sponsor
Name
UNITE HERE MID ATLANTIC TRAINING AND SCHOLARSHIP FUND
EIN
45-4351353
Address
1415 NORTH BROAD STREET · SUITE 219 · PHILADELPHIA, PA · 19122
Phone
(215) 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
4J · Apprenticeship and Training
4K · Scholarship (Funded)
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 |
|---|---|---|---|---|---|
| INNOVATIVE CONSULTING AND SOLUTIONS | — | WOODBRIDGE, CT | NONE | $28K | — |
| WILLIG WILLIAMS AND DAVIDSON | 23-2506404 | PHILADELPHIA, PA | NONE | $12K | — |
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.
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