AFL-CIO Appalachian Council 401(k) match, vesting and fees
What AFL-CIO Appalachian Council's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| AFL-CIO Appalachian Council: employer contribution per participant | $2,095 | |
| Peer median | $2,521 |
| AFL-CIO Appalachian Council: average balance | $33,129 | |
| Peer median | $75,833 |
| AFL-CIO Appalachian Council: admin expenses ÷ assets | 0.97% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.6M at the end of plan year 2023 to $10.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 338 | $10.6M | $668K | $2,095 | 0.97% | Not published | Form 5500 ↗ |
| 2023 | 363 | $10.6M | $651K | $1,955 | 1.41% | Not published | Form 5500 ↗ |
Other AFL-CIO Appalachian Council plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Afl-Cio Appalachian Council Collectively Bargained Employees Pension Plan & Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ameriserv Trust & Financial Service | Schedule C ↗ |
| Independent auditor | Forvis, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does AFL-CIO Appalachian Council match 401(k) contributions?
The match terms for the Afl-Cio Appalachian Council 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $668K in employer contributions, about $2,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the AFL-CIO Appalachian Council 401(k) match vested?
The vesting schedule for the Afl-Cio Appalachian Council 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the AFL-CIO Appalachian Council 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Afl-Cio Appalachian Council, Inc..
I left AFL-CIO Appalachian Council. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Afl-Cio Appalachian Council, Inc., (304) 932-9403) or the recordkeeper, Principal Life Insurance Company. The AFL-CIO Appalachian Council old 401(k) page lists the contacts from every plan filing. Find an old AFL-CIO Appalachian Council 401(k)
Data from the public Form 5500 annual reports AFL-CIO Appalachian Council filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with AFL-CIO Appalachian Council. Not financial advice. Report a correction · Methodology