Legacy Plan

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

211,342

Total plan assets

$1.5B

Filings (rows)

Direct comp

$708K

Indirect comp

Aggregating 2 name variants under "LEGACY PLAN"

Click a variant to view it alone

LEGACY PLAN OF NATIONAL RETIREM3 LEGACY PLAN OF UNITE HERE RETIR3

SERVICES PROVIDED

Other service providers6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees - Adjustable Plan of the Unite HERE Retirement Fund The Adjustable Plan of the Unite HERE Retirement · all filings	WHITE PLAINS, NY	Other service providers	49,655	$449.9M	$181K	$0
Board of Trustees - Adjustable Plan of the Unite HERE Retirement Fund The Adjustable Plan of the Unite HERE Retirement · all filings	WHITE PLAINS, NY	Other service providers	41,173	$349.2M	$146K	$0
Board of Trustees - Adjustable Plan of the Unite HERE Retirement Fund The Adjustable Plan of the Unite HERE Retirement · all filings	WHITE PLAINS, NY	Other service providers	42,309	$261.7M	$121K	$0
BD of Trustees-Adjustable Plan of the National Retirement Fund Adjustable Plan of the National Retirement Fund · all filings	WHITE PLAINS, NY	Other service providers	28,031	$161.8M	$85K	$0
BD of Trustees-Adjustable Plan of the National Retirement Fund Adjustable Plan of the National Retirement Fund · all filings	WHITE PLAINS, NY	Other service providers	27,139	$139.5M	$95K	$0
BD of Trustees-Adjustable Plan of the National Retirement Fund Adjustable Plan of the National Retirement Fund · all filings	WHITE PLAINS, NY	Other service providers	23,035	$125.2M	$80K	$0