Greater Pennsylvania Carpenters' Annuity and Savings Fund retirement plan: assets, participants and fees
What Greater Pennsylvania Carpenters' Annuity and Savings Fund'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 Services | Schedule C ↗ |
| Independent auditor | Henry Rossi & Co., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 63 defined-contribution plans in construction with 10,000 to 49,999 participants.
| Greater Pennsylvania Carpenters' Annuity and Savings Fund: employer contribution per participant | $3,058 | |
| Peer median | $3,136 |
| Greater Pennsylvania Carpenters' Annuity and Savings Fund: average balance | $27,827 | |
| Peer median | $54,024 |
| Greater Pennsylvania Carpenters' Annuity and Savings Fund: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.20% |
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 $540M at the end of plan year 2023 to $590M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 21,196 | $590M | $64.8M | $3,058 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 21,100 | $540M | $63.2M | $2,996 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Greater Pennsylvania Carpenters' Annuity and Savings Fund match 401(k) contributions?
The match terms for the Greater Pennsylvania Carpenters' Annuity and Savings Fund have not been published from its filing yet. The plan year 2024 filing reports $64.8M in employer contributions, about $3,058 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Greater Pennsylvania Carpenters' Annuity and Savings Fund 401(k) match vested?
The vesting schedule for the Greater Pennsylvania Carpenters' Annuity and Savings Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greater Pennsylvania Carpenters' Annuity and Savings Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Services. The plan administrator is Greater Pennsylvania Carpenters' Annuity and Savings Fund.
I left Greater Pennsylvania Carpenters' Annuity and Savings Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greater Pennsylvania Carpenters' Annuity and Savings Fund, (412) 922-5330) or the recordkeeper, John Hancock Retirement Services. The Greater Pennsylvania Carpenters' Annuity and Savings Fund old 401(k) page lists the contacts from every plan filing. Find an old Greater Pennsylvania Carpenters' Annuity and Savings Fund 401(k)
Data from the public Form 5500 annual reports Greater Pennsylvania Carpenters' Annuity and Savings Fund 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 Greater Pennsylvania Carpenters' Annuity and Savings Fund. Not financial advice. Report a correction · Methodology