J. F. Sobieski Mechanical Contractors 401(k) match, vesting and fees
What J. F. Sobieski Mechanical Contractors' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Santora Cpa Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,875 defined-contribution plans in construction with 100 to 499 participants.
| J. F. Sobieski Mechanical Contractors: employer contribution per participant | $916 | |
| Peer median | $2,412 |
| J. F. Sobieski Mechanical Contractors: average balance | $37,586 | |
| Peer median | $61,736 |
| J. F. Sobieski Mechanical Contractors: admin expenses ÷ assets | 0.61% | |
| 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 $13.7M at the end of plan year 2023 to $15.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 480 | $15.4M | $376K | $916 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 446 | $13.7M | $333K | $859 | 0.61% | Not published | Form 5500 ↗ |
Common questions
Does J. F. Sobieski Mechanical Contractors match 401(k) contributions?
The match terms for the J. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon Plan have not been published from its filing yet. The plan year 2024 filing reports $376K in employer contributions, about $916 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the J. F. Sobieski Mechanical Contractors 401(k) match vested?
The vesting schedule for the J. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the J. F. Sobieski Mechanical Contractors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is J. F. Sobieski Mechanical Contractors, Inc..
I left J. F. Sobieski Mechanical Contractors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (J. F. Sobieski Mechanical Contractors, Inc., (302) 993-0104) or the recordkeeper, Principal Life Insurance Company. The J. F. Sobieski Mechanical Contractors old 401(k) page lists the contacts from every plan filing. Find an old J. F. Sobieski Mechanical Contractors 401(k)
Data from the public Form 5500 annual reports J. F. Sobieski Mechanical Contractors 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 J. F. Sobieski Mechanical Contractors. Not financial advice. Report a correction · Methodology