Trustees of Lumber Employees 786 Retirement Fund retirement plan: assets, participants and fees
What Trustees of Lumber Employees 786 Retirement 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 | Legacy Professionals, LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 pension plans in manufacturing with 500 to 999 participants.
| Trustees of Lumber Employees 786 Retirement Fund: employer contribution per participant | $1,600 | |
| Peer median | $1,487 |
| Trustees of Lumber Employees 786 Retirement Fund: average balance | $55,090 | |
| Peer median | $65,119 |
| Trustees of Lumber Employees 786 Retirement Fund: admin expenses ÷ assets | 1.61% | |
| Peer median | 0.77% |
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 $40M at the end of plan year 2021 to $47.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 855 | $47.1M | $1.4M | $1,600 | 1.61% | Not published | Form 5500 ↗ |
| 2023 | 856 | $44.7M | $1.4M | $1,671 | 1.79% | Not published | Form 5500 ↗ |
| 2022 | 891 | $41.1M | $1.6M | $1,801 | 1.82% | Not published | Form 5500 ↗ |
| 2021 | 887 | $40M | $1.3M | $1,411 | 1.97% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Lumber Employees 786 Retirement Fund match 401(k) contributions?
The match terms for the Lumber Employees Local 786 Retirement Fund have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $1,600 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Lumber Employees 786 Retirement Fund 401(k) match vested?
The vesting schedule for the Lumber Employees Local 786 Retirement Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Lumber Employees 786 Retirement Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Legacy Professionals, LLP. The plan administrator is Trustees of Lumber Employees 786 Retirement Fund.
I left Trustees of Lumber Employees 786 Retirement Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Lumber Employees 786 Retirement Fund, (312) 666-1875) or the recordkeeper, Legacy Professionals, LLP. The Trustees of Lumber Employees 786 Retirement Fund old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Lumber Employees 786 Retirement Fund 401(k)
Data from the public Form 5500 annual reports Trustees of Lumber Employees 786 Retirement Fund 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 Lumber Employees 786 Retirement Fund. Not financial advice. Report a correction · Methodology