North Atlantic Industries 401(k) match, vesting and fees

Plan year 2025 filingNorth Atlantic Industries, Inc. 401(k) Plan · Plan 001 · EIN 11-3120875Updated Oct 2026

What North Atlantic Industries' 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 $534K in employer contributions, about $2,126 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$177,037
Average account balance
268
Participants (end of year)
$44.4M
Plan assets (end of year)
0.08%
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.

RecordkeeperSchwab Retirement Plan Services,incSchedule C ↗
Independent auditorGrassi &., Cpas, P.C (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.

North Atlantic Industries: employer contribution per participant$2,126
Peer median$1,962
North Atlantic Industries: average balance$177,037
Peer median$75,225
North Atlantic Industries: admin expenses ÷ assets0.08%
Peer median0.32%

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 $28.9M at the end of plan year 2021 to $44.4M at the end of plan year 2025.

$28.9M2021$24.5M2022$33.1M2023$40.2M2024$44.4M2025
End-of-year figures from each plan year's Form 5500 filing for the North Atlantic Industries plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025268$44.4M$534K$2,1260.08%Not publishedForm 5500 ↗
2024253$40.2M$496K$2,0330.09%Not publishedForm 5500 ↗
2023240$33.1M$452K$1,9720.10%Not publishedForm 5500 ↗
2022227$24.5M$432K$1,9910.10%Not publishedForm 5500 ↗
2021226$28.9M$410K$1,8820.08%Not publishedForm 5500 ↗

Common questions

Does North Atlantic Industries match 401(k) contributions?

The match terms for the North Atlantic Industries, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $534K in employer contributions, about $2,126 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the North Atlantic Industries 401(k) match vested?

The vesting schedule for the North Atlantic Industries, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the North Atlantic Industries 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is North Atlantic Industries, Inc..

I left North Atlantic Industries. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (North Atlantic Industries, Inc., (631) 567-1100) or the recordkeeper, Schwab Retirement Plan Services,inc. The North Atlantic Industries old 401(k) page lists the contacts from every plan filing. Find an old North Atlantic Industries 401(k)

Data from the public Form 5500 annual reports North Atlantic Industries 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 North Atlantic Industries. Not financial advice. Report a correction · Methodology