How big is NAMI Chicago's plan?

NAMI Chicago's plan reported $369K in assets and 119 participants for 2024.

Original filing (PDF)20251028153209NAL0017755394001

NAMI Chicago

Name: NAMI Chicago — NAMI Chicago 401(k) Profit Sharing, Form 5500 (2024)
Creator: NAMI Chicago
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAMI Chicago 401(k) Profit Sharing Plan

401(k) retirement plan · NAMI Chicago's NAMI Chicago 401(k) Profit Sharing Plan held $369K in plan assets for 119 participants in 2024.

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

People on this filing

Lacetti Fields signed NAMI Chicago's 2024 Form 5500 as plan administrator.

Lacetti Fields — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NAMI Chicago's EIN is 36-3075407.

EIN 36-3075407

Plan number 001

Plan year 2024

ACK ID 20251028153209NAL0017755394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NAMI Chicago from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NAMI Chicago's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAMI CHICAGO.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score