403(B) THRIFT PLAN FOR EMPLOYEES OF NAMI SAN DIEGO
401(k) retirement plan
Active participants
83
Accounts w/ balance
36
Plan assets (EOY)
$564K
Net assets (EOY)
$564K
Plan health score
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
41
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAMI SAN DIEGO.
Plan sponsor
Name
NAMI SAN DIEGO
EIN
33-0122462
Address
5095 MURPHY CANYON RD STE 320 · SAN DIEGO, CA · 921234348
