Trustees of Sheet Metal Workers Int'l Association Local No. 73 retirement plan: assets, participants and fees
What Trustees of Sheet Metal Workers Int'l Association Local No. 73'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 LLP (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 of Sheet Metal Workers Int'l Association Local No. 73: employer contribution per participant | $14,059 | |
| Peer median | $2,900 |
| Trustees of Sheet Metal Workers Int'l Association Local No. 73: average balance | $248,868 | |
| Peer median | $67,876 |
| Trustees of Sheet Metal Workers Int'l Association Local No. 73: admin expenses ÷ assets | 0.08% | |
| 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 $653M at the end of plan year 2023 to $708M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,976 | $708M | $40M | $14,059 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 2,885 | $653M | $40.2M | $13,930 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Sheet Metal Workers Int'l Association Local No. 73 match 401(k) contributions?
The match terms for the Sheet Metal Workers International Association Local 73 Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $40M in employer contributions, about $14,059 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Sheet Metal Workers Int'l Association Local No. 73 401(k) match vested?
The vesting schedule for the Sheet Metal Workers International Association Local 73 Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Sheet Metal Workers Int'l Association Local No. 73 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Legacy Professionals LLP. The plan administrator is Trustees of Sheet Metal Workers Int'L Association Local No. 73.
I left Trustees of Sheet Metal Workers Int'l Association Local No. 73. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Sheet Metal Workers Int'L Association Local No. 73, (708) 449-7373) or the recordkeeper, Legacy Professionals LLP. The Trustees of Sheet Metal Workers Int'l Association Local No. 73 old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Sheet Metal Workers Int'l Association Local No. 73 401(k)
Data from the public Form 5500 annual reports Trustees of Sheet Metal Workers Int'l Association Local No. 73 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 of Sheet Metal Workers Int'l Association Local No. 73. Not financial advice. Report a correction · Methodology