Assets by plan
Share of aggregate retirement assets
Filings through .
National Bankers Association
EIN 52-0884907financial servicesLatest filing 2025
Plans
2
Retirement
2
$216K assets
Health & Benefits
0
Participants
14
1513 P STREET NW - WASHINGTON, DC 20005202-701-8475nationalbankers.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $216K assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NATIONAL BANKERS ASSOCIATION 401(K) PLAN
401(k)
Assets$146K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#051
NATIONAL BANKERS ASSOCIATION NAEF DEFINED CONTRIBUTION PLAN
Money purchase
Assets$69K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NATIONAL BANKERS ASSOCIATION 401(K) PLAN | 401(k) | $146K | 10 | 2025 |
| #051 | NATIONAL BANKERS ASSOCIATION NAEF DEFINED CONTRIBUTION PLAN | Money purchase | $69K | 4 | 2025 |
- #001 · 401(k) · 202510
- #051 · Money purchase · 20254
Retirement plans