Norton Lilly International US 401(k) match, vesting and fees
What Norton Lilly International US' 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Smith Dukes & Buckalew 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 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Norton Lilly International US: employer contribution per participant | $905 | |
| Peer median | $1,244 |
| Norton Lilly International US: average balance | $57,286 | |
| Peer median | $40,518 |
| Norton Lilly International US: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $43.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 791 | $43.5M | $687K | $905 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does Norton Lilly International US match 401(k) contributions?
The match terms for the Norton Lilly International Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $687K in employer contributions, about $905 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Norton Lilly International US 401(k) match vested?
The vesting schedule for the Norton Lilly International Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Norton Lilly International US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Norton Lilly International US.
I left Norton Lilly International US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Norton Lilly International US, (251) 219-3284) or the recordkeeper, ADP, Inc.. The Norton Lilly International US old 401(k) page lists the contacts from every plan filing. Find an old Norton Lilly International US 401(k)
Data from the public Form 5500 annual reports Norton Lilly International US filed with the U.S. Department of Labor (plan years 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 Norton Lilly International US. Not financial advice. Report a correction · Methodology