Hta Plumbing & Mechanical 401(k) match, vesting and fees
What Hta Plumbing & Mechanical's 401(k) 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 | Transamerica Financial Life | Schedule C ↗ |
| Independent auditor | Bd & Assoc Cpas PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Hta Plumbing & Mechanical: employer contribution per participant | $1,158 | |
| Peer median | $2,411 |
| Hta Plumbing & Mechanical: average balance | $10,635 | |
| Peer median | $61,921 |
| Hta Plumbing & Mechanical: admin expenses ÷ assets | 1.06% | |
| Peer median | 0.39% |
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 $761K at the end of plan year 2021 to $1.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 172 | $1.7M | $188K | $1,158 | 1.06% | Not published | Form 5500 ↗ |
| 2023 | 156 | $1.3M | $157K | $1,091 | 1.94% | Not published | Form 5500 ↗ |
| 2022 | 148 | $889K | $149K | $1,085 | 2.55% | Not published | Form 5500 ↗ |
| 2021 | 127 | $761K | $126K | $1,073 | 2.51% | Not published | 5500-SF ↗ |
Common questions
Does Hta Plumbing & Mechanical match 401(k) contributions?
The match terms for the Hta Plumbing & Mechanical Inc 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $188K in employer contributions, about $1,158 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hta Plumbing & Mechanical 401(k) match vested?
The vesting schedule for the Hta Plumbing & Mechanical Inc 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hta Plumbing & Mechanical 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life. The plan administrator is Futureplan Fiduciary Services LLC.
I left Hta Plumbing & Mechanical. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services LLC, (855) 711-5283) or the recordkeeper, Transamerica Financial Life. The Hta Plumbing & Mechanical old 401(k) page lists the contacts from every plan filing. Find an old Hta Plumbing & Mechanical 401(k)
Data from the public Form 5500 annual reports Hta Plumbing & Mechanical 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 Hta Plumbing & Mechanical. Not financial advice. Report a correction · Methodology