How big is NAMI Southeast Wisconsin's plan?

NAMI Southeast Wisconsin's plan reported $521K in assets and 29 participants for 2025.

Original filing (PDF)20260202114330NAL0002075378001

NAMI Southeast Wisconsin

Name: NAMI Southeast Wisconsin — Form 5500 (2025)
Creator: NAMI Southeast Wisconsin
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · NAMI Southeast Wisconsin held $521K in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

Plan identifiers

NAMI Southeast Wisconsin's EIN is 39-1485627.

EIN 39-1485627

Plan number 001

Plan year 2025

ACK ID 20260202114330NAL0002075378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NAMI Southeast Wisconsin from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NAMI Southeast Wisconsin's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 SOUTHEAST WISCONSIN.

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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.

Plan sponsor

Name

NAMI SOUTHEAST WISCONSIN

EIN

all filings

Address

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

Phone

(262) 409-2755

Industry

Public Administration

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-02

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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