Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND
EIN 82-0994119Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.06B assets
Welfare
0
Participants
159,707
333 WESTCHESTER AVENUE - WHITE PLAINS, NY 106042910914-367-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.06B assets / 159,707 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND
TraditionalDB
Assets$608.5M
Participants87,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT
TraditionalDB
Assets$449.9M
Participants72,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE LEGACY PLAN OF THE UNITE HERE RETIREMENT FUND | TraditionalDB | $608.5M | 87,313 | 2024 | |
| 002 | THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | TraditionalDB | $449.9M | 72,394 | 2024 |
Retirement plans