Intermountain Ironworkers Tax Deferral Plan retirement plan: assets, participants and fees
What Intermountain Ironworkers Tax Deferral 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 | Benesys Administrators | Schedule C ↗ |
| Independent auditor | Haynie and Company (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Intermountain Ironworkers Tax Deferral Plan: employer contribution per participant | $2,678 | |
| Peer median | $2,966 |
| Intermountain Ironworkers Tax Deferral Plan: average balance | $29,330 | |
| Peer median | $104,792 |
| Intermountain Ironworkers Tax Deferral Plan: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.10% |
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 $104M at the end of plan year 2023 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,292 | $118M | $10.8M | $2,678 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 3,673 | $104M | $9.9M | $2,685 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Intermountain Ironworkers Tax Deferral Plan match 401(k) contributions?
The match terms for the Intermountain Ironworkers' Tax Deferral Plan have not been published from its filing yet. The plan year 2024 filing reports $10.8M in employer contributions, about $2,678 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Intermountain Ironworkers Tax Deferral Plan 401(k) match vested?
The vesting schedule for the Intermountain Ironworkers' Tax Deferral Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Intermountain Ironworkers Tax Deferral Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Benesys Administrators. The plan administrator is Intermountain Ironworkers Tax Deferral Plan.
I left Intermountain Ironworkers Tax Deferral Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Intermountain Ironworkers Tax Deferral Plan, (801) 904-4897) or the recordkeeper, Benesys Administrators. The Intermountain Ironworkers Tax Deferral Plan old 401(k) page lists the contacts from every plan filing. Find an old Intermountain Ironworkers Tax Deferral Plan 401(k)
Data from the public Form 5500 annual reports Intermountain Ironworkers Tax Deferral 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 Intermountain Ironworkers Tax Deferral Plan. Not financial advice. Report a correction · Methodology