National Tobacco 401(k) match, vesting and fees
What National Tobacco'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 | Principal Life Insurance Company | 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| National Tobacco: employer contribution per participant | $3,260 | |
| Peer median | $1,847 |
| National Tobacco: average balance | $75,475 | |
| Peer median | $65,512 |
| National Tobacco: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.32% |
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 $38M at the end of plan year 2021 to $33.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 444 | $33.4M | $1.4M | $3,260 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 474 | $34.5M | $1.4M | $2,902 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 507 | $30.2M | $1.1M | $2,268 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 528 | $38M | $1.2M | $2,315 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does National Tobacco match 401(k) contributions?
The match terms for the Turning Point Brands, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $3,260 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Tobacco 401(k) match vested?
The vesting schedule for the Turning Point Brands, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Tobacco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is National Tobacco Company, L.P..
I left National Tobacco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (National Tobacco Company, L.P., (502) 774-9353) or the recordkeeper, Principal Life Insurance Company. The National Tobacco old 401(k) page lists the contacts from every plan filing. Find an old National Tobacco 401(k)
Data from the public Form 5500 annual reports National Tobacco 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 Tobacco. Not financial advice. Report a correction · Methodology