Board of Trustees, AFTRA Retirement Plan 401(k) match, vesting and fees
What Board of Trustees, AFTRA Retirement Plan'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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 43,961 defined-contribution plans in finance and insurance with fewer than 100 participants.
| Board of Trustees, AFTRA Retirement Plan: employer contribution per participant | $2,783 | |
| Peer median | $2,963 |
| Board of Trustees, AFTRA Retirement Plan: average balance | $251,912 | |
| Peer median | $91,889 |
| Board of Trustees, AFTRA Retirement Plan: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.20% |
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 $15.1M at the end of plan year 2023 to $17.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 80 | $17.4M | $192K | $2,783 | <0.01% | Not published | 5500-SF ↗ |
| 2023 | 78 | $15.1M | $190K | $2,759 | <0.01% | Not published | 5500-SF ↗ |
Other Board of Trustees, AFTRA Retirement Plan plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Aftra Retirement Fund Union Staff 401(k) Retirement Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Aftra Retirement Plan
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 | Sag-Aftra Hp | Schedule C ↗ |
| Independent auditor | Withumsmith&Brown (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Board of Trustees, AFTRA Retirement Plan match 401(k) contributions?
The match terms for the Aftra Retirement Fund 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $192K in employer contributions, about $2,783 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, AFTRA Retirement Plan 401(k) match vested?
The vesting schedule for the Aftra Retirement Fund 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, AFTRA Retirement Plan 401(k)?
The filing names Aftra Retirement Fund as plan administrator; it does not list a recordkeeper.
I left Board of Trustees, AFTRA Retirement Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aftra Retirement Fund, (212) 499-4944). The Board of Trustees, AFTRA Retirement Plan old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, AFTRA Retirement Plan 401(k)
Data from the public Form 5500 annual reports Board of Trustees, AFTRA Retirement Plan 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, AFTRA Retirement Plan. Not financial advice. Report a correction · Methodology