Trustees - Mid-South Iron Workers Direct Contribution Fund retirement plan: assets, participants and fees
What Trustees - Mid-South Iron Workers Direct Contribution Fund'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 | John Hancock Retirement Plan Servic | Schedule C ↗ |
| Independent auditor | Needles & Associates, LLC (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.
| Trustees - Mid-South Iron Workers Direct Contribution Fund: employer contribution per participant | $1,119 | |
| Peer median | $2,900 |
| Trustees - Mid-South Iron Workers Direct Contribution Fund: average balance | $14,543 | |
| Peer median | $67,876 |
| Trustees - Mid-South Iron Workers Direct Contribution Fund: admin expenses ÷ assets | 1.01% | |
| 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 $21.1M at the end of plan year 2023 to $24M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,182 | $24M | $1.8M | $1,119 | 1.01% | Not published | Form 5500 ↗ |
| 2023 | 2,018 | $21.1M | $1.9M | $1,104 | 1.04% | Not published | Form 5500 ↗ |
Common questions
Does Trustees - Mid-South Iron Workers Direct Contribution Fund match 401(k) contributions?
The match terms for the Mid-South Iron Workers Direct Contribution Fund have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $1,119 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees - Mid-South Iron Workers Direct Contribution Fund 401(k) match vested?
The vesting schedule for the Mid-South Iron Workers Direct Contribution Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees - Mid-South Iron Workers Direct Contribution Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Servic. The plan administrator is Trustees - Mid-South Iron Workers Direct Contribution Fund.
I left Trustees - Mid-South Iron Workers Direct Contribution Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees - Mid-South Iron Workers Direct Contribution Fund, (504) 831-1544) or the recordkeeper, John Hancock Retirement Plan Servic. The Trustees - Mid-South Iron Workers Direct Contribution Fund old 401(k) page lists the contacts from every plan filing. Find an old Trustees - Mid-South Iron Workers Direct Contribution Fund 401(k)
Data from the public Form 5500 annual reports Trustees - Mid-South Iron Workers Direct Contribution Fund 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 Trustees - Mid-South Iron Workers Direct Contribution Fund. Not financial advice. Report a correction · Methodology