Board of Trustees PLM & Steamfitters 248 Annuity PLN retirement plan: assets, participants and fees
What Board of Trustees PLM & Steamfitters 248 Annuity PLN'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 | John Hancock Retirement | Schedule C ↗ |
| Independent auditor | Frank N Hestand Cpa Psc (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Board of Trustees PLM & Steamfitters 248 Annuity PLN: employer contribution per participant | $4,795 | |
| Peer median | $2,411 |
| Board of Trustees PLM & Steamfitters 248 Annuity PLN: average balance | $32,101 | |
| Peer median | $61,921 |
| Board of Trustees PLM & Steamfitters 248 Annuity PLN: admin expenses ÷ assets | 0.89% | |
| Peer median | 0.39% |
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 $6.1M at the end of plan year 2021 to $14M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 437 | $14M | $2.1M | $4,795 | 0.89% | Not published | Form 5500 ↗ |
| 2023 | 409 | $11.1M | $1.7M | $4,111 | 1.07% | Not published | Form 5500 ↗ |
| 2022 | 384 | $7.9M | $2M | $5,245 | 1.29% | Not published | Form 5500 ↗ |
| 2021 | 389 | $6.1M | $1.2M | $3,009 | 1.51% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees PLM & Steamfitters 248 Annuity PLN match 401(k) contributions?
The match terms for the Plumbers & Steamfitters Local 248 Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $4,795 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees PLM & Steamfitters 248 Annuity PLN 401(k) match vested?
The vesting schedule for the Plumbers & Steamfitters Local 248 Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees PLM & Steamfitters 248 Annuity PLN 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement. The plan administrator is Board of Trustees Plm & Steamfitters 248 Annuity Pln.
I left Board of Trustees PLM & Steamfitters 248 Annuity PLN. 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 Plm & Steamfitters 248 Annuity Pln, (888) 999-7741) or the recordkeeper, John Hancock Retirement. The Board of Trustees PLM & Steamfitters 248 Annuity PLN old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees PLM & Steamfitters 248 Annuity PLN 401(k)
Data from the public Form 5500 annual reports Board of Trustees PLM & Steamfitters 248 Annuity PLN 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 PLM & Steamfitters 248 Annuity PLN. Not financial advice. Report a correction · Methodology