Original filing (PDF)20251015150717NAL0006720352001

COMMITTEE OF THE RETAIL WHOLESALE & DEPARTMENT STORE UNION AFL-CIO

Name: COMMITTEE OF THE RETAIL WHOLESALE & DEPARTMENT STORE UNION AFL-CIO — RETAIL WHOLESALE AND DEPARTMENT STORE UNION STAFF RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMITTEE OF THE RETAIL WHOLESALE & DEPARTMENT STORE UNION AFL-CIO

Form 5500

FILING_RECEIVED

RETAIL WHOLESALE AND DEPARTMENT STORE UNION STAFF RETIREMENT PLAN

401(k) retirement plan

Signals · 3

Late participant contributions63% in single holdingHigh average account balance

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$35.7M

Net assets (EOY)

$35.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMITTEE OF THE RETAIL WHOLESALE & DEPARTMENT STORE UNION AFL-CIO.

Plan sponsor

Name

COMMITTEE OF THE RETAIL WHOLESALE & DEPARTMENT STORE UNION AFL-CIO

EIN

51-6041432

Address

370 7TH AVENUE SUITE 501 · NEW YORK, NY · 100013967

Phone

(212) 684-5300

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2C · Money purchase (other than target benefit)

2J · 401(k) feature

2X · Other multiple-employer DC plan

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WESTERN ASSET MANAGEMENT	95-2705767	LOS ANGELES, CA	NONE	$38K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORVIS MAZARS, LLP	44-0160260	—	NONE	$30K	—
AMALGAMATED BANK

Investments

2 direct securities · 2 pooled funds· $35.4M(99% 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.

Common Collective Trust

$22.5M

1 holding

103-12 Investment Entity

$12.9M

1 holding

Cash / Money Market

$27K

1 holding

Other securities

$7K

1 holding

					% of plan
LONGVIEW BROAD MARKET 3000 INDEX FD AMALGAMATED BANK · EIN 13-4920330 / PN 001	Common Collective Trust	—	$18.2M	$22.5M	63.0%
WESTERN ASSET CORE PLUS, L.L.C. WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-1575788 / PN 001	103-12 Investment Entity	—	$12.9M	$12.9M	36.3%
Webster Bank Money Market	Cash / Money Market	—	$27K	$27K	<0.1%
Western Asset Core Plus Bond Fund	Other securities	—	$7K	$7K	<0.1%