Private National Mortgage Acceptance 401(k) match, vesting and fees
What Private National Mortgage Acceptance'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt 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 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Private National Mortgage Acceptance: employer contribution per participant | $3,109 | |
| Peer median | $2,966 |
| Private National Mortgage Acceptance: average balance | $84,790 | |
| Peer median | $104,792 |
| Private National Mortgage Acceptance: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.10% |
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 $238M at the end of plan year 2021 to $338M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,210 | $338M | $12.4M | $3,109 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 4,998 | $278M | $12.5M | $3,149 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 5,326 | $216M | $14M | $3,411 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 7,572 | $238M | $12.2M | $2,501 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Private National Mortgage Acceptance match 401(k) contributions?
The match terms for the Private National Mortgage Acceptance Company LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $12.4M in employer contributions, about $3,109 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Private National Mortgage Acceptance 401(k) match vested?
The vesting schedule for the Private National Mortgage Acceptance Company LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Private National Mortgage Acceptance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Private National Mortgage Acceptance Company LLC.
I left Private National Mortgage Acceptance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Private National Mortgage Acceptance Company LLC, (818) 224-7442) or the recordkeeper, Fidelity Investments Institutional. The Private National Mortgage Acceptance old 401(k) page lists the contacts from every plan filing. Find an old Private National Mortgage Acceptance 401(k)
Data from the public Form 5500 annual reports Private National Mortgage Acceptance 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 Private National Mortgage Acceptance. Not financial advice. Report a correction · Methodology