# National Australia Bank Limited DB Plan
Source: https://planprovider.pro/companies/national-australia-bank-limited-plan

> National Australia Bank Limited's DB plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Australia Bank Limited

- **Sponsor EIN:** 132901144

- **Sponsor Address:** 245 PARK AVENUE, 28TH FLOOR, NEW YORK, NY, 10167

- **Plan Type:** DB

- **Total Participants:** 13

- **Total Assets:** $35.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|13|$35.0M|$634,379|$0|

| 2023|14|$33.9M|$0|$0|

| 2022|14|$32.3M|$135,842|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CARSON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARSON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$383,924|$194,673|$189,251|—|—|

| 2023|$327,079|—|$83,012|—|—|

| 2022|$246,314|—|—|—|—|

## Similar Plans

- [Cayuga Lake National Bank](https://planprovider.pro/companies/cayuga-lake-national-bank-plan-001) — 12 participants

- [Dime Community Bank](https://planprovider.pro/companies/dime-community-bank-plan-003) — 14 participants

- [Rondout Savings Bank](https://planprovider.pro/companies/rondout-savings-bank-plan) — 10 participants

- [Tioga State Bank](https://planprovider.pro/companies/tioga-state-bank-plan) — 18 participants

- [Bnb Bank](https://planprovider.pro/companies/bnb-bank-plan) — 21 participants

- [Putnam County National Bank](https://planprovider.pro/companies/putnam-county-national-bank-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-australia-bank-limited-plan)

© 2026 PlanProvider.Pro