Napa Management Services 401(k) match, vesting and fees
What Napa Management Services' 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 | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Bacheler & Company, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 218 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Napa Management Services: employer contribution per participant | $6,197 | |
| Peer median | $1,895 |
| Napa Management Services: average balance | $257,888 | |
| Peer median | $71,034 |
| Napa Management Services: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.10% |
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 $1.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,801 | $1.5B | $35.6M | $6,197 | 0.03% | Not published | Form 5500 ↗ |
Other Napa Management Services plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Napa Management Services Corp. Administrative Empl Profit Sharing Plan & Trust
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) · Terminated (final filing) | Form 5500 ↗ |
Napa Management Services Corp. Clinical Employees Sharing Plan & Trust
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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Napa Management Services match 401(k) contributions?
The match terms for the Napa Management Services Corporation 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $35.6M in employer contributions, about $6,197 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Napa Management Services 401(k) match vested?
The vesting schedule for the Napa Management Services Corporation 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Napa Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is Napa Management Services Corporation.
I left Napa Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Napa Management Services Corporation, (516) 945-3348) or the recordkeeper, Empower Annuity Ins. Co. of America. The Napa Management Services old 401(k) page lists the contacts from every plan filing. Find an old Napa Management Services 401(k)
Data from the public Form 5500 annual reports Napa Management Services 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 Napa Management Services. Not financial advice. Report a correction · Methodology