Form 5500 Search

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
6
Active participants
211,342
Total plan assets
$1.5B
Filings (rows)
6
Direct comp
$708K
Indirect comp
$0
Aggregating 2 name variants under "LEGACY PLAN"

SERVICES PROVIDED

Other6

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
49,655$449.9M$181K
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
41,173$349.2M$146K
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
42,309$261.7M$121K
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
28,031$161.8M$85K
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
27,139$139.5M$95K
BD OF TRUSTEES-ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
WHITE PLAINS, NY
Other
PARTY-IN-INTEREST
23,035$125.2M$80K
LEGACY PLAN — Form 5500 Service Provider Profile | Form 5500 Search