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  2. NATIONAL AUTOMOBILE CLUB
Sponsor portfolio

NATIONAL AUTOMOBILE CLUB

EIN 94-0706420-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
71
111 ANZA BLVD., SUITE 109 - BURLINGAME, CA 94010650-294-7024nationalautoclub.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$3.5M - 27 part#002ESOP-$277K - 44 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 71 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • 401(K) RETIREMENT PLAN (#001)93%
  • EMPLOYEE STOCK OWNERSHIP (#002)7%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)44
  • 401(K) RETIREMENT PLAN (#001)27
Total 71Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NATIONAL AUTOMOBILE CLUB 401(K) RETIREMENT PLAN

401k

Assets$3.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL AUTOMOBILE CLUB EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$277K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL AUTOMOBILE CLUB 401(K) RETIREMENT PLAN401k$3.5M272024
002NATIONAL AUTOMOBILE CLUB EMPLOYEE STOCK OWNERSHIP PLANESOP$277K442024
Retirement plans
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