Polish National Alliance of the United States of North America 401(k) match, vesting and fees
What Polish National Alliance of the United States of North America's 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 | Epic Retirement Plan Services | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 36,575 defined-contribution plans in finance and insurance with fewer than 100 participants.
| Polish National Alliance of the United States of North America: employer contribution per participant | $1,963 | |
| Peer median | $2,959 |
| Polish National Alliance of the United States of North America: average balance | $250,680 | |
| Peer median | $95,949 |
| Polish National Alliance of the United States of North America: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.22% |
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 $22.2M at the end of plan year 2021 to $21.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 84 | $21.1M | $165K | $1,963 | 0.29% | Not published | 5500-SF ↗ |
| 2024 | 104 | $18.9M | $174K | $1,796 | 0.21% | Not published | Form 5500 ↗ |
| 2023 | 113 | $18.3M | $187K | $1,818 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 116 | $17.6M | $185K | $1,748 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 117 | $22.2M | $202K | $1,909 | 0.18% | Not published | Form 5500 ↗ |
Other Polish National Alliance of the United States of North America plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.A.
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 | Frank J Baker & Company, Ltd. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Polish National Alliance of the United States of North America match 401(k) contributions?
The match terms for the 401(k) Plan for Employees of the Polish National Alliance of the United States of North America have not been published from its filing yet. The plan year 2025 filing reports $165K in employer contributions, about $1,963 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Polish National Alliance of the United States of North America 401(k) match vested?
The vesting schedule for the 401(k) Plan for Employees of the Polish National Alliance of the United States of North America is not in the data published so far. Your Summary Plan Description states it.
Who manages the Polish National Alliance of the United States of North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is The Polish National Alliance of the United States of North America.
I left Polish National Alliance of the United States of North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Polish National Alliance of the United States of North America, (773) 286-0500) or the recordkeeper, Epic Retirement Plan Services. The Polish National Alliance of the United States of North America old 401(k) page lists the contacts from every plan filing. Find an old Polish National Alliance of the United States of North America 401(k)
Data from the public Form 5500 annual reports Polish National Alliance of the United States of North America 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 Polish National Alliance of the United States of North America. Not financial advice. Report a correction · Methodology