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Original filing (PDF)20251015145908NAL0010234226001
AMALGAMATED TRANSIT UNION
Form 5500
FILING_RECEIVED
AMALGAMATED TRANSIT UNION LOCAL UNION OFFICERS AND EMPLOYEES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
197
Accounts w/ balance
133
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: RELIANCE TRUST COMPANY (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMALGAMATED TRANSIT UNION.
Plan sponsor
Name
AMALGAMATED TRANSIT UNION
EIN
53-6014540
Address
4440 ASH GROVE · SUITE A · SPRINGFIELD, IL · 62711
Phone
(301) 431-7100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | — | CHICAGO, IL | ACCOUNTANT | $18K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EBERTS & HARRISON | — | MOUNT AIRY, MD | INSURANCE | $7K | — |
Investments
1 pooled fund· $1.2M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.3% |