Native Energy & Technology 401(k) match, vesting and fees
What Native Energy & Technology'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 | Inwest Retirement Solutions | 2023 Schedule C ↗ |
| Independent auditor | Psk, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Native Energy & Technology: employer contribution per participant | $2,921 | |
| Peer median | $2,521 |
| Native Energy & Technology: average balance | $22,252 | |
| Peer median | $75,833 |
| Native Energy & Technology: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.27% |
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 $2.6M at the end of plan year 2021 to $3.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 188 | $3.5M | $464K | $2,921 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 182 | $3M | $459K | $2,851 | 1.84% | Not published | Form 5500 ↗ |
| 2022 | 209 | $2.4M | $414K | $2,590 | 2.08% | Not published | Form 5500 ↗ |
| 2021 | 210 | $2.6M | $45K | $343 | 1.41% | Not published | Form 5500 ↗ |
Other Native Energy & Technology plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Contractors Retirement 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.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Native Energy & Technology match 401(k) contributions?
The match terms for the Native Energy & Technology, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $464K in employer contributions, about $2,921 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Native Energy & Technology 401(k) match vested?
The vesting schedule for the Native Energy & Technology, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Native Energy & Technology 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Inwest Retirement Solutions. The plan administrator is Fiduciary Wise, LLC.
I left Native Energy & Technology. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fiduciary Wise, LLC, (480) 855-4017) or the recordkeeper, Inwest Retirement Solutions. The Native Energy & Technology old 401(k) page lists the contacts from every plan filing. Find an old Native Energy & Technology 401(k)
Data from the public Form 5500 annual reports Native Energy & Technology 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 Native Energy & Technology. Not financial advice. Report a correction · Methodology