Excavators Union Local 731 Annuity Board of Trustees retirement plan: assets, participants and fees
What Excavators Union Local 731 Annuity Board of Trustees' 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 | Castiglia, LLP | Schedule C ↗ |
| Independent auditor | Castiglia, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 104 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Excavators Union Local 731 Annuity Board of Trustees: employer contribution per participant | $9,527 | |
| Peer median | $3,632 |
| Excavators Union Local 731 Annuity Board of Trustees: average balance | $88,901 | |
| Peer median | $158,797 |
| Excavators Union Local 731 Annuity Board of Trustees: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.04% |
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 $848M at the end of plan year 2023 to $953M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 10,720 | $953M | $102M | $9,527 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 10,344 | $848M | $93M | $8,991 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Excavators Union Local 731 Annuity Board of Trustees match 401(k) contributions?
The match terms for the Excavators Union Local 731 Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $102M in employer contributions, about $9,527 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excavators Union Local 731 Annuity Board of Trustees 401(k) match vested?
The vesting schedule for the Excavators Union Local 731 Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excavators Union Local 731 Annuity Board of Trustees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Castiglia, LLP. The plan administrator is Excavators Union Local 731 Annuity Board of Trustees.
I left Excavators Union Local 731 Annuity Board of Trustees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excavators Union Local 731 Annuity Board of Trustees, (718) 391-9099) or the recordkeeper, Castiglia, LLP. The Excavators Union Local 731 Annuity Board of Trustees old 401(k) page lists the contacts from every plan filing. Find an old Excavators Union Local 731 Annuity Board of Trustees 401(k)
Data from the public Form 5500 annual reports Excavators Union Local 731 Annuity Board of Trustees 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 Excavators Union Local 731 Annuity Board of Trustees. Not financial advice. Report a correction · Methodology