Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 retirement plan: assets, participants and fees
What Bd of Trustees IBEW-NECA Retirement Plan Local Union 257'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 | Anders Minkler Huber Helm LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Bd of Trustees IBEW-NECA Retirement Plan Local Union 257: employer contribution per participant | $9,482 | |
| Peer median | $2,361 |
| Bd of Trustees IBEW-NECA Retirement Plan Local Union 257: average balance | $284,457 | |
| Peer median | $60,193 |
| Bd of Trustees IBEW-NECA Retirement Plan Local Union 257: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.31% |
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 $201M at the end of plan year 2021 to $213M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 750 | $213M | $7.1M | $9,482 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 702 | $192M | $6.8M | $9,714 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 693 | $161M | $6.1M | $8,800 | 0.13% | Not published | Form 5500 ↗ |
| 2021 | 660 | $201M | $5.6M | $8,448 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 match 401(k) contributions?
The match terms for the Ibew-Neca Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $7.1M in employer contributions, about $9,482 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 401(k) match vested?
The vesting schedule for the Ibew-Neca Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Bd of Trustees Ibew-Neca Retirement Plan Local Union 257.
I left Bd of Trustees IBEW-NECA Retirement Plan Local Union 257. 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 Ibew-Neca Retirement Plan Local Union 257, (314) 752-2330) or the recordkeeper, Empower Annuity Insurance Company. The Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 401(k)
Data from the public Form 5500 annual reports Bd of Trustees IBEW-NECA Retirement Plan Local Union 257 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 IBEW-NECA Retirement Plan Local Union 257. Not financial advice. Report a correction · Methodology