Bd of Tees of Steamfitters Lu No 420 SRP retirement plan: assets, participants and fees
What Bd of Tees of Steamfitters Lu No 420 SRP's retirement plan 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Daniel A. Winters & Company (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 84 defined-contribution plans in construction with 5,000 to 9,999 participants.
| Bd of Tees of Steamfitters Lu No 420 SRP: employer contribution per participant | $9,704 | |
| Peer median | $2,724 |
| Bd of Tees of Steamfitters Lu No 420 SRP: average balance | $123,717 | |
| Peer median | $57,731 |
| Bd of Tees of Steamfitters Lu No 420 SRP: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.23% |
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 $671M at the end of plan year 2023 to $727M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,006 | $727M | $57.1M | $9,704 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 8,036 | $671M | $59.6M | $9,554 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Tees of Steamfitters Lu No 420 SRP match 401(k) contributions?
The match terms for the Steamfitters Local Union No. 420 Srp have not been published from its filing yet. The plan year 2024 filing reports $57.1M in employer contributions, about $9,704 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Tees of Steamfitters Lu No 420 SRP 401(k) match vested?
The vesting schedule for the Steamfitters Local Union No. 420 Srp is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Tees of Steamfitters Lu No 420 SRP 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Bd of Tees of Steamfitters Lu No 420 Srp.
I left Bd of Tees of Steamfitters Lu No 420 SRP. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bd of Tees of Steamfitters Lu No 420 Srp, (267) 350-2600) or the recordkeeper, Empower Annuity Insurance Company. The Bd of Tees of Steamfitters Lu No 420 SRP old 401(k) page lists the contacts from every plan filing. Find an old Bd of Tees of Steamfitters Lu No 420 SRP 401(k)
Data from the public Form 5500 annual reports Bd of Tees of Steamfitters Lu No 420 SRP filed with the U.S. Department of Labor (plan years 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 Bd of Tees of Steamfitters Lu No 420 SRP. Not financial advice. Report a correction · Methodology