San Mateo County Electrical Construction Industry Retiremt Plan retirement plan: assets, participants and fees
What San Mateo County Electrical Construction Industry Retiremt 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 | Morgan Stanley | Schedule C ↗ |
| Independent auditor | Ineich & Company, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| San Mateo County Electrical Construction Industry Retiremt Plan: employer contribution per participant | $17,924 | |
| Peer median | $2,900 |
| San Mateo County Electrical Construction Industry Retiremt Plan: average balance | $379,810 | |
| Peer median | $67,876 |
| San Mateo County Electrical Construction Industry Retiremt Plan: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.26% |
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 $585M at the end of plan year 2021 to $676M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,863 | $676M | $31.9M | $17,924 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 1,840 | $598M | $34.7M | $18,863 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 1,837 | $513M | $30M | $16,349 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 2,019 | $585M | $30.4M | $15,341 | 0.36% | Not published | Form 5500 ↗ |
Common questions
Does San Mateo County Electrical Construction Industry Retiremt Plan match 401(k) contributions?
The match terms for the San Mateo County Electrical Construction Industry Retiremt Plan have not been published from its filing yet. The plan year 2024 filing reports $31.9M in employer contributions, about $17,924 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the San Mateo County Electrical Construction Industry Retiremt Plan 401(k) match vested?
The vesting schedule for the San Mateo County Electrical Construction Industry Retiremt Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the San Mateo County Electrical Construction Industry Retiremt Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley. The plan administrator is San Mateo County Electrical Construction Industry Retiremt Plan.
I left San Mateo County Electrical Construction Industry Retiremt Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (San Mateo County Electrical Construction Industry Retiremt Plan, (408) 288-4400) or the recordkeeper, Morgan Stanley. The San Mateo County Electrical Construction Industry Retiremt Plan old 401(k) page lists the contacts from every plan filing. Find an old San Mateo County Electrical Construction Industry Retiremt Plan 401(k)
Data from the public Form 5500 annual reports San Mateo County Electrical Construction Industry Retiremt 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 San Mateo County Electrical Construction Industry Retiremt Plan. Not financial advice. Report a correction · Methodology