Original filing (PDF)20250407112550NAL0025239264001

NORTH AMERICAN UNIVERSITY

Name: NORTH AMERICAN UNIVERSITY — NORTH AMERICAN UNIVERSITY 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: NORTH AMERICAN UNIVERSITY

Form 5500-SF

FILING_RECEIVED

NORTH AMERICAN UNIVERSITY 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

Plan health score

/ 100

Grade B

Above-average plan

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH AMERICAN UNIVERSITY.

Plan sponsor

Name

NORTH AMERICAN UNIVERSITY

EIN

20-8825983

Address

11929 WEST AIRPORT BLVD · STAFFORD, TX · 774772451

Phone

(832) 230-5555

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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