Local 363 IBEW Supply House Employee Pension Fund Ttees retirement plan: assets, participants and fees
What Local 363 IBEW Supply House Employee Pension Fund Ttees' 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 | Berard & Associates PC | 2023 Schedule C ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Plan history
Plan assets went from $6.3M at the end of plan year 2021 to $6.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 97 | $6.4M | $245K | $2,522 | 1.43% | Not published | Form 5500 ↗ |
| 2023 | 104 | $5.9M | $255K | $2,451 | 1.62% | Not published | Form 5500 ↗ |
| 2022 | 107 | $5.3M | $237K | $2,213 | 1.35% | Not published | Form 5500 ↗ |
| 2021 | 104 | $6.3M | $203K | $1,949 | 1.07% | Not published | Form 5500 ↗ |
Common questions
Does Local 363 IBEW Supply House Employee Pension Fund Ttees match 401(k) contributions?
The match terms for the Local 363 Ibew Supply House Employee Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $245K in employer contributions, about $2,522 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Local 363 IBEW Supply House Employee Pension Fund Ttees 401(k) match vested?
The vesting schedule for the Local 363 Ibew Supply House Employee Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Local 363 IBEW Supply House Employee Pension Fund Ttees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Berard & Associates PC. The plan administrator is Local 363 Ibew Supply House Employee Pension Fund Ttees.
I left Local 363 IBEW Supply House Employee Pension Fund Ttees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Local 363 Ibew Supply House Employee Pension Fund Ttees, (845) 783-3500) or the recordkeeper, Berard & Associates PC. The Local 363 IBEW Supply House Employee Pension Fund Ttees old 401(k) page lists the contacts from every plan filing. Find an old Local 363 IBEW Supply House Employee Pension Fund Ttees 401(k)
Data from the public Form 5500 annual reports Local 363 IBEW Supply House Employee Pension Fund Ttees 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 Local 363 IBEW Supply House Employee Pension Fund Ttees. Not financial advice. Report a correction · Methodology