National Audubon Society 403(b) match, vesting and fees
What National Audubon Society's 403(b) 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 Retirement Solutions | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| National Audubon Society: employer contribution per participant | $3,649 | |
| Peer median | $1,431 |
| National Audubon Society: average balance | $101,037 | |
| Peer median | $42,646 |
| National Audubon Society: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.23% |
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 $117M at the end of plan year 2021 to $140M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,453 | $140M | $5M | $3,649 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,396 | $119M | $4.1M | $3,013 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,336 | $97.9M | $4.2M | $3,156 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 1,321 | $117M | $3.2M | $2,455 | 0.08% | Not published | Form 5500 ↗ |
Other National Audubon Society plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Audubon Society Cash Balance Pension 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.
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does National Audubon Society match 401(k) contributions?
The match terms for the National Audubon Society Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $5M in employer contributions, about $3,649 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Audubon Society 401(k) match vested?
The vesting schedule for the National Audubon Society Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Audubon Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is National Audubon Society Inc.
I left National Audubon Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Audubon Society Inc, (212) 979-3000) or the recordkeeper, Transamerica Retirement Solutions. The National Audubon Society old 401(k) page lists the contacts from every plan filing. Find an old National Audubon Society 401(k)
Data from the public Form 5500 annual reports National Audubon Society 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 Audubon Society. Not financial advice. Report a correction · Methodology