What public Form 5500 filings show about the NAMI San Diego 401(k) plan — and how to find and check your own account.
NAMI San Diego (EIN 33-0122462) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF NAMI SAN DIEGO on its most recent Form 5500, with $866K in plan assets across 163 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full NAMI San Diego filing — schedules, fees, and providers.
NAMI San Diego’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask NAMI San DiegoHR for the recordkeeper’s name and login.
