Plumbers & Pipefitters Local 760 Savings and Investment Plan retirement plan: assets, participants and fees
What Plumbers & Pipefitters Local 760 Savings and Investment 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 | Merrill Lynch | Schedule C ↗ |
| Independent auditor | Bellows Associates, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Plumbers & Pipefitters Local 760 Savings and Investment Plan: employer contribution per participant | $4,440 | |
| Peer median | $1,431 |
| Plumbers & Pipefitters Local 760 Savings and Investment Plan: average balance | $47,707 | |
| Peer median | $42,646 |
| Plumbers & Pipefitters Local 760 Savings and Investment Plan: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.23% |
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 $44.1M at the end of plan year 2021 to $68.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,664 | $68.2M | $6.3M | $4,440 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,559 | $57.9M | $6.2M | $4,608 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,523 | $49.9M | $6.3M | $4,790 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 1,506 | $44.1M | $4.6M | $3,586 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Plumbers & Pipefitters Local 760 Savings and Investment Plan match 401(k) contributions?
The match terms for the Plumbers & Pipefitters Local 760 Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $6.3M in employer contributions, about $4,440 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plumbers & Pipefitters Local 760 Savings and Investment Plan 401(k) match vested?
The vesting schedule for the Plumbers & Pipefitters Local 760 Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plumbers & Pipefitters Local 760 Savings and Investment Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch. The plan administrator is Plumbers & Pipefitters Local 760 Savings and Investment Plan.
I left Plumbers & Pipefitters Local 760 Savings and Investment Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plumbers & Pipefitters Local 760 Savings and Investment Plan, (256) 383-7917) or the recordkeeper, Merrill Lynch. The Plumbers & Pipefitters Local 760 Savings and Investment Plan old 401(k) page lists the contacts from every plan filing. Find an old Plumbers & Pipefitters Local 760 Savings and Investment Plan 401(k)
Data from the public Form 5500 annual reports Plumbers & Pipefitters Local 760 Savings and Investment Plan 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 Plumbers & Pipefitters Local 760 Savings and Investment Plan. Not financial advice. Report a correction · Methodology