NCB Management Services 401(k) match, vesting and fees
What NCB Management Services' 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 | Global Retirement Partners | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| NCB Management Services: employer contribution per participant | $221 | |
| Peer median | $1,495 |
| NCB Management Services: average balance | $81,467 | |
| Peer median | $34,563 |
| NCB Management Services: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.51% |
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 $15M at the end of plan year 2021 to $15.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 311 | $15.6M | $43K | $221 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 309 | $15.3M | $131K | $536 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 440 | $14.5M | $151K | $452 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 331 | $15M | $134K | $522 | 0.11% | Not published | Form 5500 ↗ |
Other NCB Management Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ncb Management Services, Inc. ESOP
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 | Citrin Cooperman & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does NCB Management Services match 401(k) contributions?
The match terms for the Employee Savings & Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $43K in employer contributions, about $221 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the NCB Management Services 401(k) match vested?
The vesting schedule for the Employee Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the NCB Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Global Retirement Partners. The plan administrator is Ncb Management Services, Inc..
I left NCB Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ncb Management Services, Inc., (215) 244-4200) or the recordkeeper, Global Retirement Partners. The NCB Management Services old 401(k) page lists the contacts from every plan filing. Find an old NCB Management Services 401(k)
Data from the public Form 5500 annual reports NCB Management Services 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 NCB Management Services. Not financial advice. Report a correction · Methodology