NATIONAL ASSOCIATION OF INVESTORS CORPORATION — NATIONAL ASSOCIATION OF INVESTORS CORPORATION RETIREMENT BENEFIT PLAN, Form 5500 (2023) | Form 5500 Search
NATIONAL ASSOCIATION OF INVESTORS CORPORATION RETIREMENT BENEFIT PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
30
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score
90
/ 100
Grade A
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
65
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ASSOCIATION OF INVESTORS CORPORATION.
Plan sponsor
Name
NATIONAL ASSOCIATION OF INVESTORS CORPORATION
EIN
38-2111435
Address
570 KIRTS BLVD, SUITE 237 · TROY, MI · 48084
Phone
(248) 583-6242
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
