Bd of Trustees Local 210-Affiliated Annu C/0 Savasta retirement plan: assets, participants and fees
What Bd of Trustees Local 210-Affiliated Annu C/0 Savasta'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 | Milliman Inc | Schedule C ↗ |
| Independent auditor | Samuel Goldstein & Co PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Bd of Trustees Local 210-Affiliated Annu C/0 Savasta: employer contribution per participant | $212 | |
| Peer median | $2,935 |
| Bd of Trustees Local 210-Affiliated Annu C/0 Savasta: average balance | $6,332 | |
| Peer median | $92,770 |
| Bd of Trustees Local 210-Affiliated Annu C/0 Savasta: admin expenses ÷ assets | 3.65% | |
| Peer median | 0.15% |
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 $4.6M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 696 | $4.4M | $147K | $212 | 3.65% | Not published | Form 5500 ↗ |
| 2023 | 728 | $4.1M | $195K | $268 | 3.84% | Not published | Form 5500 ↗ |
| 2022 | 683 | $3.7M | $132K | $193 | 3.37% | Not published | Form 5500 ↗ |
| 2021 | 648 | $4.6M | $115K | $178 | 2.57% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees Local 210-Affiliated Annu C/0 Savasta match 401(k) contributions?
The match terms for the Local 210 - Affiliated Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $147K in employer contributions, about $212 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees Local 210-Affiliated Annu C/0 Savasta 401(k) match vested?
The vesting schedule for the Local 210 - Affiliated Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees Local 210-Affiliated Annu C/0 Savasta 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman Inc. The plan administrator is Bd of Trustees Local 210-Affiliated Annu C/0 Savasta and Company.
I left Bd of Trustees Local 210-Affiliated Annu C/0 Savasta. 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 Local 210-Affiliated Annu C/0 Savasta and Company, (212) 308-4200) or the recordkeeper, Milliman Inc. The Bd of Trustees Local 210-Affiliated Annu C/0 Savasta old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees Local 210-Affiliated Annu C/0 Savasta 401(k)
Data from the public Form 5500 annual reports Bd of Trustees Local 210-Affiliated Annu C/0 Savasta 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 Local 210-Affiliated Annu C/0 Savasta. Not financial advice. Report a correction · Methodology