National Lime & Stone 401(k) match, vesting and fees
What National Lime & Stone'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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Wvc Newco, 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 117 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| National Lime & Stone: employer contribution per participant | $3,022 | |
| Peer median | $3,252 |
| National Lime & Stone: average balance | $134,205 | |
| Peer median | $62,338 |
| National Lime & Stone: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.39% |
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 $46.1M at the end of plan year 2021 to $59.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 472 | $59.5M | $1.3M | $3,022 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 465 | $52.8M | $1.2M | $2,745 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 445 | $46.4M | $1.1M | $2,701 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 435 | $38M | $1M | $2,535 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 415 | $46.1M | $943K | $2,468 | 0.32% | Not published | Form 5500 ↗ |
Other National Lime & Stone plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Lime & Stone Company Hourly Employees' Retirement Plan and 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.
| Independent auditor | Wvc Newco, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does National Lime & Stone match 401(k) contributions?
The match terms for the National Lime & Stone Company Employees' 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.3M in employer contributions, about $3,022 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Lime & Stone 401(k) match vested?
The vesting schedule for the National Lime & Stone Company Employees' 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Lime & Stone 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services Inc. The plan administrator is National Lime & Stone Company.
I left National Lime & Stone. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Lime & Stone Company, (419) 422-4341) or the recordkeeper, Schwab Retirement Plan Services Inc. The National Lime & Stone old 401(k) page lists the contacts from every plan filing. Find an old National Lime & Stone 401(k)
Data from the public Form 5500 annual reports National Lime & Stone 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 Lime & Stone. Not financial advice. Report a correction · Methodology