Board of Trustees, 701 Pension Fund 401(k) match, vesting and fees
What Board of Trustees, 701 Pension Fund's 401(k) 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 | Calibre Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Board of Trustees, 701 Pension Fund: employer contribution per participant | $8,189 | |
| Peer median | $2,900 |
| Board of Trustees, 701 Pension Fund: average balance | $206,328 | |
| Peer median | $67,876 |
| Board of Trustees, 701 Pension Fund: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.26% |
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 $386M at the end of plan year 2023 to $417M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,023 | $417M | $16.6M | $8,189 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 2,025 | $386M | $17.4M | $8,569 | 0.08% | Not published | Form 5500 ↗ |
Other Board of Trustees, 701 Pension Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ibew Local 701 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 | Marquette and Associates | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Board of Trustees, 701 Pension Fund match 401(k) contributions?
The match terms for the Ibew Local 701 Retirement Savings Fund have not been published from its filing yet. The plan year 2024 filing reports $16.6M in employer contributions, about $8,189 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, 701 Pension Fund 401(k) match vested?
The vesting schedule for the Ibew Local 701 Retirement Savings Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, 701 Pension Fund 401(k)?
The filing names Board of Trustees-Local 701 Retirement Savings Fund as plan administrator; it does not list a recordkeeper.
I left Board of Trustees, 701 Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees-Local 701 Retirement Savings Fund, (630) 393-1701). The Board of Trustees, 701 Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, 701 Pension Fund 401(k)
Data from the public Form 5500 annual reports Board of Trustees, 701 Pension Fund 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 Board of Trustees, 701 Pension Fund. Not financial advice. Report a correction · Methodology