Beer Industry - Local Union No. 703 Pension Fund Trustees retirement plan: assets, participants and fees
What Beer Industry - Local Union No. 703 Pension Fund Trustees' 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.
| Independent auditor | Legacy Professionals LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 349 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Beer Industry - Local Union No. 703 Pension Fund Trustees: employer contribution per participant | $297 | |
| Peer median | $2,072 |
| Beer Industry - Local Union No. 703 Pension Fund Trustees: average balance | $7,769 | |
| Peer median | $78,395 |
| Beer Industry - Local Union No. 703 Pension Fund Trustees: admin expenses ÷ assets | 0.36% | |
| 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 $8.5M at the end of plan year 2023 to $8.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,110 | $8.6M | $330K | $297 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 1,022 | $8.5M | $264K | $258 | 0.29% | Not published | Form 5500 ↗ |
Other Beer Industry - Local Union No. 703 Pension Fund Trustees plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beer Industry - Local Union No. 703 Pension Fund
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 | Legacy Professionals LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Beer Industry - Local Union No. 703 Pension Fund Trustees match 401(k) contributions?
The match terms for the Beer Industry - Local Union No. 703 Individual Account Plan have not been published from its filing yet. The plan year 2024 filing reports $330K in employer contributions, about $297 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Beer Industry - Local Union No. 703 Pension Fund Trustees 401(k) match vested?
The vesting schedule for the Beer Industry - Local Union No. 703 Individual Account Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Beer Industry - Local Union No. 703 Pension Fund Trustees 401(k)?
The filing names Beer Industry - Local Union No. 703 Trustees as plan administrator; it does not list a recordkeeper.
I left Beer Industry - Local Union No. 703 Pension Fund Trustees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Beer Industry - Local Union No. 703 Trustees, (708) 429-0046). The Beer Industry - Local Union No. 703 Pension Fund Trustees old 401(k) page lists the contacts from every plan filing. Find an old Beer Industry - Local Union No. 703 Pension Fund Trustees 401(k)
Data from the public Form 5500 annual reports Beer Industry - Local Union No. 703 Pension Fund Trustees filed with the U.S. Department of Labor (plan years 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 Beer Industry - Local Union No. 703 Pension Fund Trustees. Not financial advice. Report a correction · Methodology