Original filing (PDF)20250407084829NAL0018236689001

NAMI SOUTHEAST WISCONSIN

Name: NAMI SOUTHEAST WISCONSIN — Form 5500 (2024)
Creator: NAMI SOUTHEAST WISCONSIN

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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 NAMI SOUTHEAST WISCONSIN.

Plan sponsor

Name

NAMI SOUTHEAST WISCONSIN

EIN

39-1485627

Address

2717 N GRANDVIEW BLVD · SUITE 205 · WAUKESHA, WI · 53188

Phone

(262) 409-2755

Industry

Public Administrationsee 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

2025-04-07

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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