Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio retirement plan: assets, participants and fees
What Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio'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 | Belmont Bank | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 39 pension plans in wholesale trade with 1,000 to 4,999 participants.
| Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio: employer contribution per participant | $4,267 | |
| Peer median | $2,516 |
| Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio: average balance | $62,108 | |
| Peer median | $69,356 |
| Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.75% |
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 $132M at the end of plan year 2021 to $162M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,616 | $162M | $11.2M | $4,267 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 2,575 | $152M | $10.5M | $4,071 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 2,487 | $132M | $9.1M | $3,653 | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 2,319 | $132M | $8.3M | $3,599 | 0.83% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio match 401(k) contributions?
The match terms for the Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division have not been published from its filing yet. The plan year 2024 filing reports $11.2M in employer contributions, about $4,267 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio 401(k) match vested?
The vesting schedule for the Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Belmont Bank. The plan administrator is Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio.
I left Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio, (312) 243-4300) or the recordkeeper, Belmont Bank. The Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio 401(k)
Data from the public Form 5500 annual reports Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio 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 Trustees of Allied Workers Union Local No 3 Pension Plan Sales Divisio. Not financial advice. Report a correction · Methodology