Northend Associates 401(k) match, vesting and fees
What Northend Associates' 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 | Capital Group Retirement Plan Servi | Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 24,536 defined-contribution plans in real estate and rental and leasing with fewer than 100 participants.
| Northend Associates: employer contribution per participant | $1,472 | |
| Peer median | $1,854 |
| Northend Associates: average balance | $1,911,075 | |
| Peer median | $61,726 |
| Northend Associates: admin expenses ÷ assets | 0.12% | |
| 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 $27.5M at the end of plan year 2022 to $30.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 18 | $30.6M | $24K | $1,472 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 16 | $26.8M | $15K | $917 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 89 | $27.5M | $117K | $3,154 | 0.24% | Not published | Form 5500 ↗ |
Common questions
Does Northend Associates match 401(k) contributions?
The match terms for the Northend Associates LLC 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $24K in employer contributions, about $1,472 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northend Associates 401(k) match vested?
The vesting schedule for the Northend Associates LLC 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northend Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Capital Group Retirement Plan Servi. The plan administrator is Northend Associates LLC.
I left Northend Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northend Associates LLC, (918) 794-9797) or the recordkeeper, Capital Group Retirement Plan Servi. The Northend Associates old 401(k) page lists the contacts from every plan filing. Find an old Northend Associates 401(k)
Data from the public Form 5500 annual reports Northend Associates filed with the U.S. Department of Labor (plan years 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 Northend Associates. Not financial advice. Report a correction · Methodology