Board of Trustees, Western Region N 401(k) match, vesting and fees
What Board of Trustees, Western Region N'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 | Transamerica Financial Life Insuran | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Board of Trustees, Western Region N: employer contribution per participant | $3,863 | |
| Peer median | $1,775 |
| Board of Trustees, Western Region N: average balance | $99,672 | |
| Peer median | $48,211 |
| Board of Trustees, Western Region N: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.25% |
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 $37M at the end of plan year 2022 to $55.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 634 | $55.4M | $2.1M | $3,863 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 678 | $48.8M | $1.7M | $3,133 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 633 | $37M | $1.7M | $3,331 | 0.32% | Not published | Form 5500 ↗ |
Other Board of Trustees, Western Region N plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Western Regions Neca 401(k) Plan
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 | Transamerica Financial Life Company | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Coast Benefits 401(k) Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
Common questions
Does Board of Trustees, Western Region N match 401(k) contributions?
The match terms for the Western Region Neca 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $3,863 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, Western Region N 401(k) match vested?
The vesting schedule for the Western Region Neca 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, Western Region N 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Insuran. The plan administrator is National Professional Planning Grou.
I left Board of Trustees, Western Region N. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Professional Planning Grou, (732) 758-1577) or the recordkeeper, Transamerica Financial Life Insuran. The Board of Trustees, Western Region N old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, Western Region N 401(k)
Data from the public Form 5500 annual reports Board of Trustees, Western Region N 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 Board of Trustees, Western Region N. Not financial advice. Report a correction · Methodology