Trustees of Teamsters Local No. 469 Annuity Fund Trust retirement plan: assets, participants and fees
What Trustees of Teamsters Local No. 469 Annuity Fund Trust'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 | Innovative Software Solutions, Inc. | Schedule C ↗ |
| Independent auditor | Mspc Certified Public Accountants & (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Trustees of Teamsters Local No. 469 Annuity Fund Trust: employer contribution per participant | $7,261 | |
| Peer median | $1,076 |
| Trustees of Teamsters Local No. 469 Annuity Fund Trust: average balance | $87,989 | |
| Peer median | $31,804 |
| Trustees of Teamsters Local No. 469 Annuity Fund Trust: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.46% |
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 $44.5M at the end of plan year 2021 to $41.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 468 | $41.2M | $3.4M | $7,261 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 463 | $40.2M | $3.4M | $7,276 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 482 | $38.5M | $3.2M | $6,555 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 501 | $44.5M | $3.4M | $6,788 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of Teamsters Local No. 469 Annuity Fund Trust match 401(k) contributions?
The match terms for the Teamsters Local No. 469 Annuity Fund have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $7,261 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of Teamsters Local No. 469 Annuity Fund Trust 401(k) match vested?
The vesting schedule for the Teamsters Local No. 469 Annuity Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Teamsters Local No. 469 Annuity Fund Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Innovative Software Solutions, Inc.. The plan administrator is Trustees of Teamsters Local No. 469 Annuity Fund Trust.
I left Trustees of Teamsters Local No. 469 Annuity Fund Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Teamsters Local No. 469 Annuity Fund Trust, (732) 264-9000) or the recordkeeper, Innovative Software Solutions, Inc.. The Trustees of Teamsters Local No. 469 Annuity Fund Trust old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Teamsters Local No. 469 Annuity Fund Trust 401(k)
Data from the public Form 5500 annual reports Trustees of Teamsters Local No. 469 Annuity Fund Trust 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 Teamsters Local No. 469 Annuity Fund Trust. Not financial advice. Report a correction · Methodology