Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension retirement plan: assets, participants and fees
What Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension'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 | John Hancock Retirement Plan Servic | 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 Sheet Metal Workers Local No. 20 Defined Contribution Pension: employer contribution per participant | $1,190 | |
| Peer median | $2,900 |
| Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension: average balance | $23,265 | |
| Peer median | $67,876 |
| Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension: admin expenses ÷ assets | 0.53% | |
| 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 $95.3M at the end of plan year 2023 to $107M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,611 | $107M | $5.5M | $1,190 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 4,171 | $95.3M | $4.6M | $1,111 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension match 401(k) contributions?
The match terms for the Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $5.5M in employer contributions, about $1,190 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension 401(k) match vested?
The vesting schedule for the Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Servic. The plan administrator is Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension.
I left Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension, (317) 549-6005) or the recordkeeper, John Hancock Retirement Plan Servic. The Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension old 401(k) page lists the contacts from every plan filing. Find an old Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension 401(k)
Data from the public Form 5500 annual reports Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension 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 Sheet Metal Workers Local No. 20 Defined Contribution Pension. Not financial advice. Report a correction · Methodology