Bd of Trustees IUOE Local 30 Annuity Fund retirement plan: assets, participants and fees
What Bd of Trustees IUOE Local 30 Annuity Fund'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 | Fidelity Investment Institutional | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 16 defined-contribution plans in construction with 5,000 to 9,999 participants.
| Bd of Trustees IUOE Local 30 Annuity Fund: employer contribution per participant | $5,301 | |
| Peer median | $4,453 |
| Bd of Trustees IUOE Local 30 Annuity Fund: average balance | $122,235 | |
| Peer median | $120,190 |
| Bd of Trustees IUOE Local 30 Annuity Fund: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.14% |
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 $507M at the end of plan year 2021 to $613M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 5,154 | $613M | $26.6M | $5,301 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 4,958 | $533M | $23M | $4,743 | 0.50% | Not published | Form 5500 ↗ |
| 2023 | 5,291 | $482M | $23.8M | $5,035 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 5,077 | $424M | $22.6M | $4,964 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 4,834 | $507M | $18.5M | $4,265 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees IUOE Local 30 Annuity Fund match 401(k) contributions?
The match terms for the Iuoe Local 30 Annuity Fund have not been published from its filing yet. The plan year 2025 filing reports $26.6M in employer contributions, about $5,301 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees IUOE Local 30 Annuity Fund 401(k) match vested?
The vesting schedule for the Iuoe Local 30 Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees IUOE Local 30 Annuity Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investment Institutional. The plan administrator is Bd of Trustees Iuoe Local 30 Annuity Fund.
I left Bd of Trustees IUOE Local 30 Annuity Fund. 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 Iuoe Local 30 Annuity Fund, (718) 847-8484) or the recordkeeper, Fidelity Investment Institutional. The Bd of Trustees IUOE Local 30 Annuity Fund old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees IUOE Local 30 Annuity Fund 401(k)
Data from the public Form 5500 annual reports Bd of Trustees IUOE Local 30 Annuity Fund filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 IUOE Local 30 Annuity Fund. Not financial advice. Report a correction · Methodology