Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) Plan Facts

Plan name
SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PENSION PLAN
Plan type
401(k) and profit sharing
Plan sponsor
BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN
Participants
1,033 (633 active employees)
Former employees with a balance
364
Plan assets
$24,509,304 at Mar 31, 2025
Average account balance
$24,583 across 997 accounts
Employer contributions
$404,607 in plan year 2024 (22% of all contributions)
Recordkeeper
Matrix Trust Co
Plan year
Apr 1, 2024 – Mar 31, 2025
Plan established
Oct 1, 1994
— Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Apr 1, 2024 – Mar 31, 2025), filed Dec 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.88 million went into the plan in contributions, $404,607 of it from the employer (22%).
  • $988,888 was paid out to participants.
  • Investment and other income added $1.27 million.
  • Administrative expenses were $220,850, about $222 per account.

How the Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019571$12.9 million$331,968$699,267
2020654$18.7 million$308,673$895,632
2021662$19.3 million$292,593$1.38 million
2022681$17.9 million$435,697$842,037
20231,011$22.5 million$383,400$1.33 million
20241,033$24.5 million$404,607$988,888

Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) Contact Information

Phone
505-265-8422
Mailing address
6121 INDIAN SCHOOL RD NE STE 123, ALBUQUERQUE NM 871103102
Plan sponsor
BOARD OF TRUSTEES SM WORKERS LOCAL 49 DEFINED CONTRIBUTION PLAN
Employer identification number (EIN)
74-2846833
Plan number
001

Questions about the Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k)

Does Board Of Trustees Sm Workers Local 49 Defined Contribution Pension contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $404,607 in employer contributions for plan year 2024.

Does the Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) plan?

1,033 participants at the start of plan year 2024, 633 of them active employees, and 364 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees Sm Workers Local 49 Defined Contribution Pension?

About $24,583 per account: $24.5 million in plan assets across 997 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees Sm Workers Local 49 Defined Contribution Pension 401(k) accounts?

MATRIX TRUST CO is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees Sm Workers Local 49 Defined Contribution Pension. How do I access my 401(k)?

Your account stays with MATRIX TRUST CO after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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