National Association of State Boards of Accountancy 401(k) match, vesting and fees
What National Association of State Boards of Accountancy'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| National Association of State Boards of Accountancy: employer contribution per participant | $3,150 | |
| Peer median | $2,521 |
| National Association of State Boards of Accountancy: average balance | $141,321 | |
| Peer median | $75,833 |
| National Association of State Boards of Accountancy: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.27% |
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 $26.9M at the end of plan year 2021 to $28.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 210 | $28.5M | $636K | $3,150 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 196 | $23.9M | $608K | $3,101 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 200 | $20.2M | $592K | $2,959 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 207 | $26.9M | $593K | $2,894 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does National Association of State Boards of Accountancy match 401(k) contributions?
The match terms for the Nasba Employee 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $636K in employer contributions, about $3,150 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Association of State Boards of Accountancy 401(k) match vested?
The vesting schedule for the Nasba Employee 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Association of State Boards of Accountancy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is National Association of State Boards of Accountancy, Inc..
I left National Association of State Boards of Accountancy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Association of State Boards of Accountancy, Inc., (615) 880-4200) or the recordkeeper, Fidelity Investments Institutional. The National Association of State Boards of Accountancy old 401(k) page lists the contacts from every plan filing. Find an old National Association of State Boards of Accountancy 401(k)
Data from the public Form 5500 annual reports National Association of State Boards of Accountancy 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 Association of State Boards of Accountancy. Not financial advice. Report a correction · Methodology