Original filing (PDF)20250923123541NAL0007334960001

NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED

Name: NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED — NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED 403(B) PLAN, Form 5500 (2024)
Creator: NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED

Form 5500-SF

FILING_RECEIVED

NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$321K

Net assets (EOY)

$321K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED.

Plan sponsor

Name

NATIONAL ASSOCIATION FOR THE DUALLY DIAGNOSED

EIN

22-2623143

Address

321 WALL STREET · KINGSTON, NY · 12401

Phone

(845) 331-4338

Industry

Health Care & Social Assistancesee all

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

2025-09-23

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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