North West Handling Systems 401(k) match, vesting and fees
What North West Handling Systems' 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Shannon & Associates, 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 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| North West Handling Systems: employer contribution per participant | $1,894 | |
| Peer median | $1,216 |
| North West Handling Systems: average balance | $125,820 | |
| Peer median | $50,590 |
| North West Handling Systems: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.43% |
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 $29.6M at the end of plan year 2021 to $48.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 526 | $48.1M | $723K | $1,894 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 534 | $42.3M | $669K | $1,883 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 498 | $34.5M | $260K | $804 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 402 | $29.6M | $238K | $783 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does North West Handling Systems match 401(k) contributions?
The match terms for the North West Handling Systems, Inc 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $723K in employer contributions, about $1,894 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the North West Handling Systems 401(k) match vested?
The vesting schedule for the North West Handling Systems, Inc 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the North West Handling Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is North West Handling Systems, Inc..
I left North West Handling Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (North West Handling Systems, Inc., (425) 255-0500) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The North West Handling Systems old 401(k) page lists the contacts from every plan filing. Find an old North West Handling Systems 401(k)
Data from the public Form 5500 annual reports North West Handling Systems 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 North West Handling Systems. Not financial advice. Report a correction · Methodology