Bd of Trustees Metal Engravers retirement plan: assets, participants and fees
What Bd of Trustees Metal Engravers' 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 | Fred Dalbis | Schedule C ↗ |
| Independent auditor | Frank J Baker & Company, Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 650 pension plans in manufacturing with 100 to 499 participants.
| Bd of Trustees Metal Engravers: employer contribution per participant | $1,814 | |
| Peer median | $1,262 |
| Bd of Trustees Metal Engravers: average balance | $41,564 | |
| Peer median | $56,718 |
| Bd of Trustees Metal Engravers: admin expenses ÷ assets | 2.09% | |
| Peer median | 0.79% |
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 $4.7M at the end of plan year 2021 to $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 118 | $4.9M | $214K | $1,814 | 2.09% | Not published | Form 5500 ↗ |
| 2023 | 117 | $4.4M | $193K | $1,652 | 2.22% | Not published | Form 5500 ↗ |
| 2022 | 116 | $3.9M | $199K | $1,713 | 2.16% | Not published | Form 5500 ↗ |
| 2021 | 120 | $4.7M | $206K | $1,714 | 2.16% | Not published | Form 5500 ↗ |
Common questions
Does Bd of Trustees Metal Engravers match 401(k) contributions?
The match terms for the Metal Engravers Union Local 34 Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $214K in employer contributions, about $1,814 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees Metal Engravers 401(k) match vested?
The vesting schedule for the Metal Engravers Union Local 34 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees Metal Engravers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fred Dalbis. The plan administrator is Metal Engravers Union Local 34.
I left Bd of Trustees Metal Engravers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Metal Engravers Union Local 34, (630) 833-5600) or the recordkeeper, Fred Dalbis. The Bd of Trustees Metal Engravers old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees Metal Engravers 401(k)
Data from the public Form 5500 annual reports Bd of Trustees Metal Engravers 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 Metal Engravers. Not financial advice. Report a correction · Methodology