Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu retirement plan: assets, participants and fees
What Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu'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 Retirement | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 277 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu: employer contribution per participant | $9,826 | |
| Peer median | $1,484 |
| Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu: average balance | $144,534 | |
| Peer median | $40,329 |
| Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.34% |
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 $131M at the end of plan year 2021 to $151M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,135 | $151M | $10.3M | $9,826 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 1,161 | $133M | $10.4M | $10,245 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 1,187 | $112M | $9.9M | $9,419 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 1,187 | $131M | $9.1M | $8,083 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu match 401(k) contributions?
The match terms for the Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $10.3M in employer contributions, about $9,826 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu 401(k) match vested?
The vesting schedule for the Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Retirement. The plan administrator is Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu.
I left Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu, (617) 795-4120) or the recordkeeper, Empower Retirement. The Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu 401(k)
Data from the public Form 5500 annual reports Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu 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 Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu. Not financial advice. Report a correction · Methodology