Board of Trustees-Smart Local 265 Supp Ret SVGS Plan 401(k) match, vesting and fees
What Board of Trustees-Smart Local 265 Supp Ret SVGS 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 Servic | 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 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Board of Trustees-Smart Local 265 Supp Ret SVGS Plan: employer contribution per participant | $8,610 | |
| Peer median | $2,900 |
| Board of Trustees-Smart Local 265 Supp Ret SVGS Plan: average balance | $151,731 | |
| Peer median | $67,876 |
| Board of Trustees-Smart Local 265 Supp Ret SVGS Plan: admin expenses ÷ assets | 0.17% | |
| 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 $291M at the end of plan year 2021 to $378M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,490 | $378M | $21.4M | $8,610 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 2,467 | $346M | $21.4M | $8,677 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 2,480 | $302M | $20.8M | $8,377 | 0.18% | Not published | Form 5500 ↗ |
| 2021 | 2,526 | $291M | $18.7M | $7,411 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees-Smart Local 265 Supp Ret SVGS Plan match 401(k) contributions?
The match terms for the Smart Local 265 Supplemental Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $21.4M in employer contributions, about $8,610 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees-Smart Local 265 Supp Ret SVGS Plan 401(k) match vested?
The vesting schedule for the Smart Local 265 Supplemental Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees-Smart Local 265 Supp Ret SVGS Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Servic. The plan administrator is Board of Trustees-Smart Local 265 Supp Ret Svgs Plan.
I left Board of Trustees-Smart Local 265 Supp Ret SVGS 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-Smart Local 265 Supp Ret Svgs Plan, (630) 668-7260) or the recordkeeper, John Hancock Retirement Plan Servic. The Board of Trustees-Smart Local 265 Supp Ret SVGS Plan old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees-Smart Local 265 Supp Ret SVGS Plan 401(k)
Data from the public Form 5500 annual reports Board of Trustees-Smart Local 265 Supp Ret SVGS Plan 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-Smart Local 265 Supp Ret SVGS Plan. Not financial advice. Report a correction · Methodology