National Oak Distributors, Inc. 401(k) Plan: Login, Facts & Contact Information

National Oak Distributors, Inc. 401(k) Plan Facts

Plan name
NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NATIONAL OAK DISTRIBUTORS, INC.
Participants
500 (373 active employees)
Former employees with a balance
121
Plan assets
$19,324,730 at Dec 31, 2024
Average account balance
$41,116 across 470 accounts
Employer contributions
$385,327 in plan year 2024 (14% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ 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 Oct 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.70 million went into the plan in contributions, $385,327 of it from the employer (14%).
  • $2.70 million was paid out to participants.
  • Investment and other income added $2.41 million.
  • Administrative expenses were $30,662, about $65 per account.

How the National Oak Distributors, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019373$12.2 million$235,203$695,136
2020405$14.3 million$237,656$1.60 million
2021408$16.1 million$281,433$2.09 million
2022534$14.0 million$321,462$1.10 million
2023514$17.0 million$399,538$1.90 million
2024500$19.3 million$385,327$2.70 million

National Oak Distributors, Inc. 401(k) Contact Information

Phone
561-478-2711
Mailing address
P.O. BOX 24631, WEST PALM BEACH FL 33416
Plan sponsor
NATIONAL OAK DISTRIBUTORS, INC.
Employer identification number (EIN)
95-3180805
Plan number
001

Questions about the National Oak Distributors, Inc. 401(k)

Does National Oak Distributors, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $385,327, 14% of all contributions.

Does the National Oak Distributors, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the National Oak Distributors, Inc 401(k) plan?

500 participants at the start of plan year 2024, 373 of them active employees, and 121 former employees who still had money in the plan.

What is the average 401(k) balance at National Oak Distributors, Inc?

About $41,116 per account: $19.3 million in plan assets across 470 accounts with a balance at the end of plan year 2024.

Who manages the National Oak Distributors, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at National Oak Distributors, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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