How big is NAMI Minnesota's plan?

NAMI Minnesota's plan reported $40K in assets and 38 participants for 2024.

Original filing (PDF)20250625100537NAL0019086914001

NAMI Minnesota

Name: NAMI Minnesota — NAMI Minnesota 403(b) Retirement, Form 5500 (2024)
Creator: NAMI Minnesota
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAMI Minnesota 403(b) Retirement Plan

403(b) retirement plan · NAMI Minnesota's NAMI Minnesota 403(b) Retirement Plan held $40K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

SUE Abderholden signed NAMI Minnesota's 2024 Form 5500 as plan administrator.

SUE Abderholden — Plan Administrator — Form 5500 signer
SARA Carothers — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

NAMI Minnesota's EIN is 41-1317073.

EIN 41-1317073

Plan number 002

Plan year 2024

ACK ID 20250625100537NAL0019086914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NAMI Minnesota's plan includes 403(b) custodial accounts, 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 MINNESOTA.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off