Board of Trustees of the LIUNA National 401k Retirement Savings Plan 401(k) match, vesting and fees
What Board of Trustees of the LIUNA National 401k Retirement Savings 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.
| Recordkeeper | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| 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 2025 medians for 54 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Board of Trustees of the LIUNA National 401k Retirement Savings Plan: employer contribution per participant | $3,655 | |
| Peer median | $1,949 |
| Board of Trustees of the LIUNA National 401k Retirement Savings Plan: average balance | $159,420 | |
| Peer median | $68,107 |
| Board of Trustees of the LIUNA National 401k Retirement Savings Plan: admin expenses ÷ assets | 0.20% | |
| 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 $159M at the end of plan year 2021 to $206M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,153 | $206M | $4.7M | $3,655 | 0.20% | Not published | Form 5500 ↗ |
| 2024 | 1,927 | $181M | $4.1M | $3,306 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 1,881 | $162M | $3.9M | $3,297 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 1,205 | $137M | $3.5M | $3,146 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 1,173 | $159M | $3.3M | $3,020 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees of the LIUNA National 401k Retirement Savings Plan match 401(k) contributions?
The match terms for the Liuna National 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $4.7M in employer contributions, about $3,655 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees of the LIUNA National 401k Retirement Savings Plan 401(k) match vested?
The vesting schedule for the Liuna National 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees of the LIUNA National 401k Retirement Savings Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Retirement Plan Svcs. The plan administrator is Board of Trustees of the Liuna National 401k Retirement Savings Plan.
I left Board of Trustees of the LIUNA National 401k Retirement Savings Plan. 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 of the Liuna National 401k Retirement Savings Plan, (202) 737-1664) or the recordkeeper, John Hancock Retirement Plan Svcs. The Board of Trustees of the LIUNA National 401k Retirement Savings Plan old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees of the LIUNA National 401k Retirement Savings Plan 401(k)
Data from the public Form 5500 annual reports Board of Trustees of the LIUNA National 401k Retirement Savings Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 of the LIUNA National 401k Retirement Savings Plan. Not financial advice. Report a correction · Methodology