National Account Service 401(k) match, vesting and fees
What National Account Service'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Windham Brannon (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| National Account Service: employer contribution per participant | $12,205 | |
| Peer median | $2,600 |
| National Account Service: average balance | $351,652 | |
| Peer median | $84,124 |
| National Account Service: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.17% |
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 $206M at the end of plan year 2021 to $212M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 605 | $212M | $7.4M | $12,205 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 638 | $191M | $7M | $11,162 | 0.17% | Not published | Form 5500 ↗ |
| 2022 | 631 | $165M | $5.5M | $8,874 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 642 | $206M | $6.9M | $10,783 | 0.16% | Not published | Form 5500 ↗ |
Other National Account Service plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Non-Contributory Retirement Program for Certain Employees of National Account Service Company
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.
| Independent auditor | Plante & Moran, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does National Account Service match 401(k) contributions?
The match terms for the National Account Service Company 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.4M in employer contributions, about $12,205 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Account Service 401(k) match vested?
The vesting schedule for the National Account Service Company 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Account Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is National Account Service Company LLC.
I left National Account Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Account Service Company LLC, (641) 521-6957) or the recordkeeper, Empower Annuity Insurance Company O. The National Account Service old 401(k) page lists the contacts from every plan filing. Find an old National Account Service 401(k)
Data from the public Form 5500 annual reports National Account Service 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 National Account Service. Not financial advice. Report a correction · Methodology