Service Employees Intl Union 401(k) match, vesting and fees
What Service Employees Intl Union's 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Service Employees Intl Union: employer contribution per participant | $1,385 | |
| Peer median | $1,431 |
| Service Employees Intl Union: average balance | $61,546 | |
| Peer median | $42,646 |
| Service Employees Intl Union: admin expenses ÷ assets | 0.45% | |
| 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 $92.7M at the end of plan year 2023 to $108M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,806 | $108M | $2.4M | $1,385 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 1,682 | $92.7M | $2.5M | $1,509 | 0.47% | Not published | Form 5500 ↗ |
Other Service Employees Intl Union plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Seiu Supplemental Retirement Savings 401(k) Plan
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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Pension Plan for Employees of the Service Employee Int'L Union
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.
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Service Employees Intl Union match 401(k) contributions?
The match terms for the Seiu Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $1,385 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Service Employees Intl Union 401(k) match vested?
The vesting schedule for the Seiu Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Service Employees Intl Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Service Employees International Union.
I left Service Employees Intl Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Service Employees International Union, (202) 730-7511) or the recordkeeper, Empower Annuity Insurance Company. The Service Employees Intl Union old 401(k) page lists the contacts from every plan filing. Find an old Service Employees Intl Union 401(k)
Data from the public Form 5500 annual reports Service Employees Intl Union 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 Service Employees Intl Union. Not financial advice. Report a correction · Methodology