Catawba Indian Nation 401(k) match, vesting and fees
What Catawba Indian Nation'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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Scott and Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 49 defined-contribution plans in public administration with 100 to 499 participants.
| Catawba Indian Nation: employer contribution per participant | $1,100 | |
| Peer median | $1,702 |
| Catawba Indian Nation: average balance | $7,157 | |
| Peer median | $32,989 |
| Catawba Indian Nation: admin expenses ÷ assets | 1.88% | |
| Peer median | 0.35% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $1.3M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 233 | $1.3M | $198K | $1,100 | 1.88% | Not published | Form 5500 ↗ |
Common questions
Does Catawba Indian Nation match 401(k) contributions?
The match terms for the Catawba Indian Nation 401(k) Plan have not been published from its filing yet. The plan year 2023 filing reports $198K in employer contributions, about $1,100 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Catawba Indian Nation 401(k) match vested?
The vesting schedule for the Catawba Indian Nation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Catawba Indian Nation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is American United Life Insurance Co. The plan administrator is Catawba Indian Nation.
I left Catawba Indian Nation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Catawba Indian Nation, (839) 214-8328) or the recordkeeper, American United Life Insurance Co. The Catawba Indian Nation old 401(k) page lists the contacts from every plan filing. Find an old Catawba Indian Nation 401(k)
Data from the public Form 5500 annual reports Catawba Indian Nation filed with the U.S. Department of Labor (plan years 2023) 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 Catawba Indian Nation. Not financial advice. Report a correction · Methodology