Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust retirement plan: assets, participants and fees
What Trustees - Oklahoma Iron Workers Direct Contribution Plan and 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 | Milliman Inc. | Schedule C ↗ |
| Independent auditor | Needles & Associates, Llc. (unmodified opinion, limited scope) | 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 - Oklahoma Iron Workers Direct Contribution Plan and Trust: employer contribution per participant | $2,605 | |
| Peer median | $2,900 |
| Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust: average balance | $34,177 | |
| Peer median | $67,876 |
| Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust: admin expenses ÷ assets | 0.64% | |
| 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 $46.8M at the end of plan year 2021 to $44.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,489 | $44.3M | $3.4M | $2,605 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 4,412 | $41.5M | $2.7M | $2,056 | 1.07% | Not published | Form 5500 ↗ |
| 2022 | 4,476 | $37.8M | $2.3M | $1,640 | 1.05% | Not published | Form 5500 ↗ |
| 2021 | 4,363 | $46.8M | $1M | $803 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust match 401(k) contributions?
The match terms for the Oklahoma Iron Workers Direct Contribution Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $2,605 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust 401(k) match vested?
The vesting schedule for the Oklahoma Iron Workers Direct Contribution Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman Inc.. The plan administrator is Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust.
I left Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust, (405) 682-2323) or the recordkeeper, Milliman Inc.. The Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust old 401(k) page lists the contacts from every plan filing. Find an old Trustees - Oklahoma Iron Workers Direct Contribution Plan and Trust 401(k)
Data from the public Form 5500 annual reports Trustees - Oklahoma Iron Workers Direct Contribution Plan and 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 - Oklahoma Iron Workers Direct Contribution Plan and Trust. Not financial advice. Report a correction · Methodology