Steamfitters and Plumbers Local Union No 464 401(k) Plan 401(k) match, vesting and fees
What Steamfitters and Plumbers Local Union No 464 401(k) Plan'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 | O'Donnell, Ficenec, Wills & Ferdig, (unmodified opinion) | 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 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Steamfitters and Plumbers Local Union No 464 401(k) Plan: employer contribution per participant | $2,038 | |
| Peer median | $2,900 |
| Steamfitters and Plumbers Local Union No 464 401(k) Plan: average balance | $67,886 | |
| Peer median | $67,876 |
| Steamfitters and Plumbers Local Union No 464 401(k) Plan: admin expenses ÷ assets | 0.35% | |
| 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 $108M at the end of plan year 2023 to $110M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,631 | $110M | $3.3M | $2,038 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 1,591 | $108M | $3.2M | $2,011 | 0.43% | Not published | Form 5500 ↗ |
Common questions
Does Steamfitters and Plumbers Local Union No 464 401(k) Plan match 401(k) contributions?
The match terms for the Steamfitters and Plumbers Local Union No 464 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $2,038 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Steamfitters and Plumbers Local Union No 464 401(k) Plan 401(k) match vested?
The vesting schedule for the Steamfitters and Plumbers Local Union No 464 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Steamfitters and Plumbers Local Union No 464 401(k) Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Board of Trustees of Steamfitters and Plumbers L.U. No 464 401(k) Pla.
I left Steamfitters and Plumbers Local Union No 464 401(k) Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees of Steamfitters and Plumbers L.U. No 464 401(k) Pla, (402) 401-2345) or the recordkeeper, Empower Annuity Insurance Company. The Steamfitters and Plumbers Local Union No 464 401(k) Plan old 401(k) page lists the contacts from every plan filing. Find an old Steamfitters and Plumbers Local Union No 464 401(k) Plan 401(k)
Data from the public Form 5500 annual reports Steamfitters and Plumbers Local Union No 464 401(k) Plan 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 Steamfitters and Plumbers Local Union No 464 401(k) Plan. Not financial advice. Report a correction · Methodology