Board of Trustees Western States Insulators and Allied Workers Indiv retirement plan: assets, participants and fees
What Board of Trustees Western States Insulators and Allied Workers Indiv'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 84 defined-contribution plans in construction with 5,000 to 9,999 participants.
| Board of Trustees Western States Insulators and Allied Workers Indiv: employer contribution per participant | $4,116 | |
| Peer median | $2,724 |
| Board of Trustees Western States Insulators and Allied Workers Indiv: average balance | $73,761 | |
| Peer median | $57,731 |
| Board of Trustees Western States Insulators and Allied Workers Indiv: admin expenses ÷ assets | 0.21% | |
| Peer median | 0.23% |
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 $443M at the end of plan year 2023 to $487M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,217 | $487M | $27.2M | $4,116 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 7,755 | $443M | $26.3M | $4,080 | 0.21% | Not published | Form 5500 ↗ |
Other Board of Trustees Western States Insulators and Allied Workers Indiv plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Western States Insulators and Allied 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 | Withumsmith+brown, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Board of Trustees Western States Insulators and Allied Workers Indiv match 401(k) contributions?
The match terms for the Western States Insulators and Allied Workers Individual Account Plan have not been published from its filing yet. The plan year 2024 filing reports $27.2M in employer contributions, about $4,116 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees Western States Insulators and Allied Workers Indiv 401(k) match vested?
The vesting schedule for the Western States Insulators and Allied Workers Individual Account Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees Western States Insulators and Allied Workers Indiv 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Board of Trustees Western States Insulators and Allied Workers Indiv.
I left Board of Trustees Western States Insulators and Allied Workers Indiv. 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 Western States Insulators and Allied Workers Indiv, (800) 320-0184) or the recordkeeper, Empower Annuity Insurance Company. The Board of Trustees Western States Insulators and Allied Workers Indiv old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees Western States Insulators and Allied Workers Indiv 401(k)
Data from the public Form 5500 annual reports Board of Trustees Western States Insulators and Allied Workers Indiv filed with the U.S. Department of Labor (plan years 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 Western States Insulators and Allied Workers Indiv. Not financial advice. Report a correction · Methodology