National Field Representatives 401(k) match, vesting and fees
What National Field Representatives' 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 | Transamerica Life Insurance Company | Schedule C ↗ |
| Independent auditor | Bdmp Assurance, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| National Field Representatives: employer contribution per participant | $1,733 | |
| Peer median | $1,772 |
| National Field Representatives: average balance | $53,954 | |
| Peer median | $60,900 |
| National Field Representatives: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.38% |
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 $9.6M at the end of plan year 2021 to $11.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 208 | $11.2M | $359K | $1,733 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 210 | $9.4M | $334K | $1,591 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 219 | $8.3M | $294K | $1,357 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 209 | $8.3M | $292K | $1,406 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 286 | $9.6M | $149K | $524 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does National Field Representatives match 401(k) contributions?
The match terms for the National Field Representatives 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2025 filing reports $359K in employer contributions, about $1,733 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Field Representatives 401(k) match vested?
The vesting schedule for the National Field Representatives 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Field Representatives 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Life Insurance Company. The plan administrator is National Field Representatives, Llc..
I left National Field Representatives. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Field Representatives, Llc., (603) 543-1000) or the recordkeeper, Transamerica Life Insurance Company. The National Field Representatives old 401(k) page lists the contacts from every plan filing. Find an old National Field Representatives 401(k)
Data from the public Form 5500 annual reports National Field Representatives filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Field Representatives. Not financial advice. Report a correction · Methodology