National Federation Of Independent Business, Inc. 401(k) Plan: Login, Facts & Contact Information

National Federation Of Independent Business, Inc. 401(k) Plan Facts

Plan name
NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC.
Participants
814 (596 active employees)
Former employees with a balance
169
Plan assets
$113,460,369 at Dec 31, 2024
Average account balance
$143,077 across 793 accounts
Employer contributions
$2,704,308 in plan year 2024 (33% of all contributions)
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1996
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.16 million went into the plan in contributions, $2.70 million of it from the employer (33%).
  • $9.87 million was paid out to participants.
  • Investment and other income added $13.0 million.
  • Administrative expenses were $5,281, about $7 per account.

How the National Federation Of Independent Business, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019838$78.4 million$1.54 million$4.53 million
2020863$88.3 million$1.42 million$6.60 million
2021792$99.5 million$1.61 million$6.98 million
2022773$85.2 million$1.77 million$4.75 million
2023770$102.1 million$1.95 million$7.44 million
2024814$113.5 million$2.70 million$9.87 million

National Federation Of Independent Business, Inc. 401(k) Contact Information

Phone
615-872-5800
Mailing address
53 CENTURY BOULEVARD SUITE 300, NASHVILLE TN 372143693
Plan sponsor
NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC.
Employer identification number (EIN)
94-0707299
Plan number
002

Questions about the National Federation Of Independent Business, Inc. 401(k)

Does National Federation Of Independent Business, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.70 million, 33% of all contributions.

Does the National Federation Of Independent Business, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the National Federation Of Independent Business, Inc 401(k) plan?

814 participants at the start of plan year 2024, 596 of them active employees, and 169 former employees who still had money in the plan.

What is the average 401(k) balance at National Federation Of Independent Business, Inc?

About $143,077 per account: $113.5 million in plan assets across 793 accounts with a balance at the end of plan year 2024.

Who manages the National Federation Of Independent Business, Inc 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at National Federation Of Independent Business, Inc. How do I access my 401(k)?

Your account stays with J.P. Morgan Retirement Link after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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