Carpenters Local No 491 Annuity Plan retirement plan: assets, participants and fees
What Carpenters Local No 491 Annuity Plan'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 | Associated Adminstrators | Schedule C ↗ |
| Independent auditor | IRA Marc Miller and Co PA (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 25 defined-contribution plans in other services with 5,000 to 9,999 participants.
| Carpenters Local No 491 Annuity Plan: employer contribution per participant | $519 | |
| Peer median | $1,920 |
| Carpenters Local No 491 Annuity Plan: average balance | $4,104 | |
| Peer median | $54,954 |
| Carpenters Local No 491 Annuity Plan: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.16% |
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 $31.8M at the end of plan year 2023 to $37.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,068 | $37.2M | $4.7M | $519 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 8,905 | $31.8M | $4.1M | $465 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Carpenters Local No 491 Annuity Plan match 401(k) contributions?
The match terms for the Carpenters Local Union No 491 Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $4.7M in employer contributions, about $519 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carpenters Local No 491 Annuity Plan 401(k) match vested?
The vesting schedule for the Carpenters Local Union No 491 Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carpenters Local No 491 Annuity Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Adminstrators. The plan administrator is Carpenters Local No 491 Annuity Plan.
I left Carpenters Local No 491 Annuity Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carpenters Local No 491 Annuity Plan, (410) 683-6500) or the recordkeeper, Associated Adminstrators. The Carpenters Local No 491 Annuity Plan old 401(k) page lists the contacts from every plan filing. Find an old Carpenters Local No 491 Annuity Plan 401(k)
Data from the public Form 5500 annual reports Carpenters Local No 491 Annuity Plan 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 Carpenters Local No 491 Annuity Plan. Not financial advice. Report a correction · Methodology