Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity retirement plan: assets, participants and fees
What Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity'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 | Bridgeway Benefit Technologies, LLC | 2023 Schedule C ↗ |
| Independent auditor | Calibre Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 63 defined-contribution plans in construction with 10,000 to 49,999 participants.
| Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity: employer contribution per participant | $727 | |
| Peer median | $3,136 |
| Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity: average balance | $9,141 | |
| Peer median | $54,024 |
| Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity: admin expenses ÷ assets | 1.05% | |
| 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 $131M at the end of plan year 2021 to $126M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 13,746 | $126M | $10M | $727 | 1.05% | Not published | Form 5500 ↗ |
| 2023 | 13,397 | $122M | $9M | $671 | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 13,291 | $122M | $9.7M | $732 | 0.70% | Not published | Form 5500 ↗ |
| 2021 | 12,943 | $131M | $9.3M | $721 | 1.01% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity match 401(k) contributions?
The match terms for the Mid-Atlantic Regional Council of Carpenters' Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $10M in employer contributions, about $727 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity 401(k) match vested?
The vesting schedule for the Mid-Atlantic Regional Council of Carpenters' Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Bridgeway Benefit Technologies, LLC. The plan administrator is Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity.
I left Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity. 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 Mid-Atlantic Regional Council of Carpenters' Annuity, (215) 568-0430) or the recordkeeper, Bridgeway Benefit Technologies, LLC. The Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity 401(k)
Data from the public Form 5500 annual reports Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity 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 Mid-Atlantic Regional Council of Carpenters' Annuity. Not financial advice. Report a correction · Methodology