Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) Plan Facts

Plan name
U.A. LOCAL 467 DEFINED CONTRIBUTION PLAN
Plan type
401(k) and profit sharing
Plan sponsor
BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST
Participants
1,313 (849 active employees)
Former employees with a balance
0
Plan assets
$158,213,742 at Dec 31, 2024
Average account balance
$117,456 across 1,347 accounts
Employer contributions
$4,633,998 in plan year 2024 (45% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1984
— 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 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.3 million went into the plan in contributions, $4.63 million of it from the employer (45%).
  • $7.38 million was paid out to participants.
  • Investment and other income added $19.1 million.
  • Administrative expenses were $288,259, about $214 per account.

How the Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,111$97.5 million$9.02 million$3.97 million
20201,129$114.4 million$4.08 million$4.12 million
20211,226$129.8 million$4.16 million$5.15 million
20221,255$113.8 million$4.47 million$5.13 million
20231,266$136.6 million$4.78 million$7.02 million
20241,313$158.2 million$4.63 million$7.38 million

Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) Contact Information

Phone
408-288-4400
Mailing address
6800 SANTA TERESA BLVD STE 100, SAN JOSE CA 95119
Plan sponsor
BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST
Employer identification number (EIN)
77-6007903
Plan number
006

Questions about the Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k)

Does Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $4.63 million in employer contributions for plan year 2024.

Does the Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) plan?

1,313 participants at the start of plan year 2024, 849 of them active employees.

What is the average 401(k) balance at Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl?

About $117,456 per account: $158.2 million in plan assets across 1,347 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl 401(k) accounts?

KAUFMANN & GOBLE is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees U.a. Local 467 Pension Trust Defined Contribution Pl. How do I access my 401(k)?

Your account stays with KAUFMANN & GOBLE 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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