Bd of Trustees-Legacy Plan of the National Retirement Fund retirement plan: assets, participants and fees
What Bd of Trustees-Legacy Plan of the National Retirement Fund'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 | Ss&C Technologies | Schedule C ↗ |
| Independent auditor | Novak Francella, LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 62 pension plans in finance and insurance with 10,000 to 49,999 participants.
| Bd of Trustees-Legacy Plan of the National Retirement Fund: employer contribution per participant | $323 | |
| Peer median | $1,825 |
| Bd of Trustees-Legacy Plan of the National Retirement Fund: average balance | $3,583 | |
| Peer median | $85,703 |
| Bd of Trustees-Legacy Plan of the National Retirement Fund: admin expenses ÷ assets | 3.32% | |
| Peer median | 0.37% |
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 $139M at the end of plan year 2023 to $161M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 45,017 | $161M | $14.5M | $323 | 3.32% | Not published | Form 5500 ↗ |
| 2023 | 43,076 | $139M | $13.8M | $320 | 3.47% | Not published | Form 5500 ↗ |
Other Bd of Trustees-Legacy Plan of the National Retirement Fund plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Legacy Plan of the National Retirement Fund
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 | Ss & C Technologies, Inc. | Schedule C ↗ |
| Independent auditor | Novak Francella. LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Bd of Trustees-Legacy Plan of the National Retirement Fund match 401(k) contributions?
The match terms for the Adjustable Plan of the National Retirement Fund have not been published from its filing yet. The plan year 2024 filing reports $14.5M in employer contributions, about $323 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bd of Trustees-Legacy Plan of the National Retirement Fund 401(k) match vested?
The vesting schedule for the Adjustable Plan of the National Retirement Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bd of Trustees-Legacy Plan of the National Retirement Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ss&C Technologies. The plan administrator is Amalgamated Employee Benefits Administrators.
I left Bd of Trustees-Legacy Plan of the National Retirement Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Amalgamated Employee Benefits Administrators, (914) 367-5000) or the recordkeeper, Ss&C Technologies. The Bd of Trustees-Legacy Plan of the National Retirement Fund old 401(k) page lists the contacts from every plan filing. Find an old Bd of Trustees-Legacy Plan of the National Retirement Fund 401(k)
Data from the public Form 5500 annual reports Bd of Trustees-Legacy Plan of the National Retirement Fund 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 Bd of Trustees-Legacy Plan of the National Retirement Fund. Not financial advice. Report a correction · Methodology