Board of Trustees, San Francisco Electrical Workers 401(k) match, vesting and fees
What Board of Trustees, San Francisco Electrical Workers' 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 | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Board of Trustees, San Francisco Electrical Workers: employer contribution per participant | $5,788 | |
| Peer median | $2,900 |
| Board of Trustees, San Francisco Electrical Workers: average balance | $180,925 | |
| Peer median | $67,876 |
| Board of Trustees, San Francisco Electrical Workers: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.26% |
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 $501M at the end of plan year 2021 to $561M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,042 | $561M | $18M | $5,788 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 4,219 | $507M | $16.8M | $5,285 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 4,276 | $422M | $16.4M | $5,058 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 4,083 | $501M | $15.5M | $4,640 | 0.22% | Not published | Form 5500 ↗ |
Other Board of Trustees, San Francisco Electrical Workers plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Northern California Electrical Workers Pension 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.
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Board of Trustees, San Francisco Electrical Workers match 401(k) contributions?
The match terms for the San Francisco Electrical Workers Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $18M in employer contributions, about $5,788 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, San Francisco Electrical Workers 401(k) match vested?
The vesting schedule for the San Francisco Electrical Workers Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, San Francisco Electrical Workers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments. The plan administrator is Board of Trustees, San Francisco Electrical Workers.
I left Board of Trustees, San Francisco Electrical Workers. 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, San Francisco Electrical Workers, (415) 263-3670) or the recordkeeper, Fidelity Investments. The Board of Trustees, San Francisco Electrical Workers old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, San Francisco Electrical Workers 401(k)
Data from the public Form 5500 annual reports Board of Trustees, San Francisco Electrical Workers 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, San Francisco Electrical Workers. Not financial advice. Report a correction · Methodology