# National Bank Of Canada 401(k) Plan
Source: https://planprovider.pro/companies/national-bank-of-canada-401k-plan

> National Bank Of Canada's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Bank Of Canada

- **Sponsor EIN:** 954108888

- **Sponsor Address:** C/O NATIONAL BANK OF CANADA, NEW YORK, NY, 100223357

- **Plan Type:** 401(k)

- **Total Participants:** 300

- **Total Assets:** $68.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|300|$68.9M|$1.2M|$3.8M|

| 2023|307|$62.2M|$1.3M|$3.6M|

| 2022|273|$50.7M|$915,549|$2.9M|

## 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|

| SCHWAB TRUST COMPANY|NONE|—|$36,911|$36,911|

| STANCORP FINANCIAL GROUP|NONE|$13,534|—|$13,534|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB TRUST COMPANY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,445

- **Estimated Expense Ratio:** 0.073% of plan assets

### 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|$13,534|—|$13,534|—|—|

| 2023|$12,837|—|$12,837|—|—|

| 2022|$11,460|—|$11,460|—|—|

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