How big is Nastali Financial Services, Ltd.'s plan?

Nastali Financial Services, Ltd.'s plan reported $2.3M in assets and 3 participants for 2025.

Original filing (PDF)20260417130937NAL0013115123001

Nastali Financial Services, Ltd.

Name: Nastali Financial Services, Ltd. — Nastali Financial, Form 5500 (2025)
Creator: Nastali Financial Services, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nastali Financial Services, Ltd. 401(k) Plan

401(k) retirement plan · Nastali Financial Services, Ltd.'s Nastali Financial Services, Ltd. 401(k) Plan held $2.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Nastali Financial Services, Ltd.'s EIN is 30-0185514.

EIN 30-0185514

Plan number 001

Plan year 2025

ACK ID 20260417130937NAL0013115123001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nastali Financial Services, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nastali Financial Services, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NASTALI FINANCIAL SERVICES, LTD..

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Plan health score

Top-tier plan health

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

NASTALI FINANCIAL SERVICES, LTD.

EIN

all filings

Address

ONE TOWER LN, SUITE 1825 · OAKBROOK TERRACE, IL · 60181

Phone

(630) 960-1368

Industry

CPA Offices· Professional & Technical Services

Plan administrator