What public Form 5500 filings show about the NAMI Southeast Wisconsin 401(k) plan — and how to find and check your own account.
NAMI Southeast Wisconsin (EIN 39-1485627) reports NAMI SOUTHEAST WISCONSIN on its most recent Form 5500, with $521K in plan assets across 29 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 Southeast Wisconsin filing — schedules, fees, and providers.
NAMI Southeast Wisconsin’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 Southeast WisconsinHR for the recordkeeper’s name and login.
