Nustar Services 401(k) match, vesting and fees
What Nustar 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Forvis Mazars 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 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Nustar Services: employer contribution per participant | $8,344 | |
| Peer median | $1,076 |
| Nustar Services: average balance | $161,778 | |
| Peer median | $31,804 |
| Nustar Services: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.46% |
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 $336M at the end of plan year 2021 to $50.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 328 | $50.5M | $2.6M | $8,344 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,423 | $329M | $7.4M | $5,726 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 1,417 | $275M | $7.3M | $5,571 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 1,447 | $336M | $7.6M | $5,685 | 0.03% | Not published | Form 5500 ↗ |
Other Nustar Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Nustar Pension Plan
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 | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Nustar Services match 401(k) contributions?
The match terms for the Nustar Thrift Plan have not been published from its filing yet. The plan year 2024 filing reports $2.6M in employer contributions, about $8,344 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Nustar Services 401(k) match vested?
The vesting schedule for the Nustar Thrift Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Nustar Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Nustar Services Company LLC.
I left Nustar Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Nustar Services Company LLC, (210) 918-2860) or the recordkeeper, Schwab Retirement Plan Services,inc. The Nustar Services old 401(k) page lists the contacts from every plan filing. Find an old Nustar Services 401(k)
Data from the public Form 5500 annual reports Nustar 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 Nustar Services. Not financial advice. Report a correction · Methodology