Board of Trustees Consolidated Retirement Fund retirement plan: assets, participants and fees
What Board of Trustees Consolidated Retirement Fund'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 | Ss & C Technologies Inc | Schedule C ↗ |
| Independent auditor | Novak Francella LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 38 pension plans in other services with 1,000 to 4,999 participants.
| Board of Trustees Consolidated Retirement Fund: employer contribution per participant | $3,823 | |
| Peer median | $4,033 |
| Board of Trustees Consolidated Retirement Fund: average balance | $115,218 | |
| Peer median | $103,401 |
| Board of Trustees Consolidated Retirement Fund: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.56% |
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 $537M at the end of plan year 2021 to $492M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,269 | $492M | $16.3M | $3,823 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 4,282 | $476M | $15.7M | $3,660 | 0.47% | Not published | Form 5500 ↗ |
| 2022 | 4,272 | $444M | $14.7M | $3,433 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 4,241 | $537M | $17M | $4,006 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees Consolidated Retirement Fund match 401(k) contributions?
The match terms for the Consolidated Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $16.3M in employer contributions, about $3,823 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees Consolidated Retirement Fund 401(k) match vested?
The vesting schedule for the Consolidated Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees Consolidated Retirement Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ss & C Technologies Inc. The plan administrator is Amalgamated Employee Benefits Admin.
I left Board of Trustees Consolidated Retirement Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Amalgamated Employee Benefits Admin, (914) 367-5000) or the recordkeeper, Ss & C Technologies Inc. The Board of Trustees Consolidated Retirement Fund old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees Consolidated Retirement Fund 401(k)
Data from the public Form 5500 annual reports Board of Trustees Consolidated Retirement Fund 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 Board of Trustees Consolidated Retirement Fund. Not financial advice. Report a correction · Methodology