· 2022–2024 · DOL EFAST2

National Advisors Trust Company — National Advisors, Form 5500 (2024)

Original filing (PDF)20250603151058NAL0010314353001

National Advisors Trust Company

Form 5500-SF

FILING_RECEIVED

National Advisors Trust Company 401(k) Profit Sharing Plan

401(k) retirement plan · National Advisors Trust Company's National Advisors Trust Company 401(k) Profit Sharing Plan held $6.0M in plan assets for 69 participants in 2024.

Active participants

69

Accounts w/ balance

79

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

55

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL ADVISORS TRUST COMPANY.

Plan sponsor

Name

NATIONAL ADVISORS TRUST COMPANY

EIN

48-1250623all filings

Address

800 EAST 101ST TERRACE - SUITE 300 · KANSAS CITY, MO · 64131

Phone

(913) 234-8206

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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