National Society of Leadership & Success 401(k) match, vesting and fees

Plan year 2025 filingNational Society of Leadership 401(k) Profit Sharing Plan · Plan 001 · EIN 20-4027230Updated Oct 2026

What National Society of Leadership & Success' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $138K in employer contributions, about $1,079 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$46,327
Average account balance
130
Participants (end of year)
$5.9M
Plan assets (end of year)
0.47%
Admin expenses ÷ assets

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.

RecordkeeperThe Vanguard Group, Inc.Schedule C ↗
Independent auditorEepb (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.

National Society of Leadership & Success: employer contribution per participant$1,079
Peer median$1,800
National Society of Leadership & Success: average balance$46,327
Peer median$72,234
National Society of Leadership & Success: admin expenses ÷ assets0.47%
Peer median0.18%

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 $2.5M at the end of plan year 2021 to $5.9M at the end of plan year 2025.

$2.5M2021$2.5M2022$4.7M2023$5.1M2024$5.9M2025
End-of-year figures from each plan year's Form 5500 filing for the National Society of Leadership & Success plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025130$5.9M$138K$1,0790.47%Not publishedForm 5500 ↗
2024152$5.1M$212K$1,5160.38%Not publishedForm 5500 ↗
2023159$4.7M$312K$2,1700.67%Not published5500-SF ↗
2022143$2.5M$149K$1,7580.10%Not published5500-SF ↗
2021109$2.5M$100K$1,6980.36%Not published5500-SF ↗

Common questions

Does National Society of Leadership & Success match 401(k) contributions?

The match terms for the National Society of Leadership 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $138K in employer contributions, about $1,079 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the National Society of Leadership & Success 401(k) match vested?

The vesting schedule for the National Society of Leadership 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the National Society of Leadership & Success 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is The National Society of Leadership & Success.

I left National Society of Leadership & Success. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (The National Society of Leadership & Success, (917) 258-7752) or the recordkeeper, The Vanguard Group, Inc.. The National Society of Leadership & Success old 401(k) page lists the contacts from every plan filing. Find an old National Society of Leadership & Success 401(k)

Data from the public Form 5500 annual reports National Society of Leadership & Success 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 Society of Leadership & Success. Not financial advice. Report a correction · Methodology