Borad of Trustees, Airconditioning and Refrigeration retirement plan: assets, participants and fees
What Borad of Trustees, Airconditioning and Refrigeration'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 Plan Svcs | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| Borad of Trustees, Airconditioning and Refrigeration: employer contribution per participant | $563 | |
| Peer median | $2,900 |
| Borad of Trustees, Airconditioning and Refrigeration: average balance | $68,974 | |
| Peer median | $67,876 |
| Borad of Trustees, Airconditioning and Refrigeration: admin expenses ÷ assets | 0.23% | |
| 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 $216M at the end of plan year 2021 to $228M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,309 | $228M | $1.9M | $563 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 3,195 | $208M | $1.8M | $560 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 3,076 | $183M | $1.7M | $555 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 2,983 | $216M | $1.7M | $558 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Borad of Trustees, Airconditioning and Refrigeration match 401(k) contributions?
The match terms for the Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $563 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Borad of Trustees, Airconditioning and Refrigeration 401(k) match vested?
The vesting schedule for the Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Borad of Trustees, Airconditioning and Refrigeration 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs. The plan administrator is Borad of Trustees, Airconditioning and Refrigeration.
I left Borad of Trustees, Airconditioning and Refrigeration. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Borad of Trustees, Airconditioning and Refrigeration, (714) 917-6100) or the recordkeeper, John Hancock Retirement Plan Svcs. The Borad of Trustees, Airconditioning and Refrigeration old 401(k) page lists the contacts from every plan filing. Find an old Borad of Trustees, Airconditioning and Refrigeration 401(k)
Data from the public Form 5500 annual reports Borad of Trustees, Airconditioning and Refrigeration 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 Borad of Trustees, Airconditioning and Refrigeration. Not financial advice. Report a correction · Methodology