Truly Nolen of America 401(k) match, vesting and fees

Plan year 2025 filingTruly Nolen of America, Inc. Profit Sharing and Savings Plan · Plan 001 · EIN 86-0169166Updated Oct 2026

What Truly Nolen of America's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $1.3M in employer contributions, about $1,276 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$47,674
Average account balance
1,022
Participants (end of year)
$47.8M
Plan assets (end of year)
0.03%
Admin expenses ÷ assets

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.

RecordkeeperEmpower Annuity Insurance Company OSchedule C ↗
Independent auditorBeachfleischman, P.C. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2025 medians for 54 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.

Truly Nolen of America: employer contribution per participant$1,276
Peer median$1,013
Truly Nolen of America: average balance$47,674
Peer median$39,026
Truly Nolen of America: admin expenses ÷ assets0.03%
Peer median0.33%

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 $44.2M at the end of plan year 2021 to $47.8M at the end of plan year 2025.

$44.2M2021$34.8M2022$39.5M2023$43M2024$47.8M2025
End-of-year figures from each plan year's Form 5500 filing for the Truly Nolen of America plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20251,022$47.8M$1.3M$1,2760.03%Not publishedForm 5500 ↗
2024990$43M$1.2M$1,1980.05%Not publishedForm 5500 ↗
20231,026$39.5M$1.2M$1,2270.05%Not publishedForm 5500 ↗
20221,039$34.8M$1.2M$1,1550.02%Not publishedForm 5500 ↗
2021945$44.2M$1.1M$1,1930.03%Not publishedForm 5500 ↗

Common questions

Does Truly Nolen of America match 401(k) contributions?

The match terms for the Truly Nolen of America, Inc. Profit Sharing and Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $1.3M in employer contributions, about $1,276 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Truly Nolen of America 401(k) match vested?

The vesting schedule for the Truly Nolen of America, Inc. Profit Sharing and Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Truly Nolen of America 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Truly Nolen of America, Inc..

I left Truly Nolen of America. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Truly Nolen of America, Inc., (800) 528-3442) or the recordkeeper, Empower Annuity Insurance Company O. The Truly Nolen of America old 401(k) page lists the contacts from every plan filing. Find an old Truly Nolen of America 401(k)

Data from the public Form 5500 annual reports Truly Nolen of 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 Truly Nolen of America. Not financial advice. Report a correction · Methodology