Welfare and Pension Administration Service 401(k) match, vesting and fees
What Welfare and Pension Administration Service's 401(k) 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Cbiz Cpas PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Welfare and Pension Administration Service: employer contribution per participant | $2,055 | |
| Peer median | $2,521 |
| Welfare and Pension Administration Service: average balance | $101,743 | |
| Peer median | $75,833 |
| Welfare and Pension Administration Service: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.27% |
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 $11.6M at the end of plan year 2021 to $12.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 141 | $12.7M | $257K | $2,055 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 138 | $10.3M | $226K | $1,836 | 0.38% | Not published | 5500-SF ↗ |
| 2022 | 131 | $8M | $634K | $5,663 | 0.19% | Not published | 5500-SF ↗ |
| 2021 | 70 | $11.6M | $332K | $4,885 | 0.02% | Not published | 5500-SF ↗ |
Other Welfare and Pension Administration Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Welfare & Pension Administration Service, Inc. 401(k) Plan for
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas, P.C. (qualified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Welfare and Pension Administration Service match 401(k) contributions?
The match terms for the Welfare and Pension Administration Service, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $257K in employer contributions, about $2,055 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Welfare and Pension Administration Service 401(k) match vested?
The vesting schedule for the Welfare and Pension Administration Service, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Welfare and Pension Administration Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Welfare and Pension Administration Service, Inc..
I left Welfare and Pension Administration Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Welfare and Pension Administration Service, Inc., (206) 441-7574) or the recordkeeper, The Vanguard Group, Inc.. The Welfare and Pension Administration Service old 401(k) page lists the contacts from every plan filing. Find an old Welfare and Pension Administration Service 401(k)
Data from the public Form 5500 annual reports Welfare and Pension Administration Service 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 Welfare and Pension Administration Service. Not financial advice. Report a correction · Methodology