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Original filing (PDF)20251009152020NAL0003697027001
NATIONAL INDUSTRIES FOR THE BLIND
Form 5500
FILING_RECEIVED
NIB TDA PLAN
403(b) retirement plan
Active participants
177
Accounts w/ balance
223
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL INDUSTRIES FOR THE BLIND.
Plan sponsor
Name
NATIONAL INDUSTRIES FOR THE BLIND
EIN
13-5596799
Address
3000 POTOMAC AVENUE · ALEXANDRIA, VA · 22305
Phone
(703) 310-0500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$4K | — |
Investments
27 direct securities· $20.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fid Freedom 2035 K - | — | — | — | $2.9M | 14.2% | |
| Fidelity Fid Freedom 2030 K - | — | — | — | $2.2M | 10.6% | |
| Fidelity Fid Freedom 2045 K - | — | — | — | $2.2M | 10.4% | |
| Fidelity Fid 500 Index - | — | — | — | $2.1M | 10.2% | |
| Fidelity Fid Freedom 2025 K - | — | — | — | $2.1M | 10.0% | |
| Fidelity Fid Freedom 2040 K - | — | — | — | $1.7M | 8.2% | |
| Fidelity Fid Balanced K - | — | — | — | $1.2M | 5.8% | |
| Fidelity Fid Freedom 2020 K - | — | — | — | $1.0M | 5.0% | |
| Fidelity Fid Extd Mkt Idx - | — | — | — | $692K | 3.3% | |
| Fidelity Fid Freedom 2050 K - | — | — | — | $670K | 3.2% | |
| Fidelity Fid Govt Mmkt - | — | — | — | $565K | 2.7% | |
| Fidelity Fid Total Bond - | — | — | — | $511K | 2.5% | |
| Fidelity Fid Freedom 2015 K - | — | — | — | $414K | 2.0% | |
| JP Morgan Funds Jpm Lg Cap Growth R6 - | — | — | — | $385K | 1.9% | |
| T. Rowe Trp Sm Cap Value I - | — | — | — | $349K | 1.7% | |
| Notes receivable Maturity dates through December 31, 2032 with from participants interest at 4.25% - | — | — | — | $313K | 1.5% | |
| Fidelity Fid Freedom Inc K - | — | — | — | $251K | 1.2% | |
| T. Rowe Trp Overseas Stock I - | — | — | — | $225K | 1.1% | |
| Fidelity Fid Freedom 2055 K - | — | — | — | $222K | 1.1% | |
| Vanguard Vang Equity Inc Adm - | — | — | — | $221K | 1.1% | |
| JP Morgan Funds Jpm Midcap Value L - | — | — | — | $114K | 0.6% | |
| Vanguard Vang Tot Bd Mkt Adm - | — | — | — | $112K | 0.5% | |
| Calvert Calv Us Lg Cp Cri I - | — | — | — | $109K | 0.5% | |
| American Century Am Cent Real Est Inv - | — | — | — | $84K | 0.4% | |
| Fidelity Fid Freedom 2060 K - | — | — | — | $17K | <0.1% | |
| Fidelity Fid Freedom 2065 K - | — | — | — | $13K | <0.1% | |
| Vanguard Vang Tot Intl Stk Ad - | — | — | — | $9K | <0.1% |
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