Original filing (PDF)20250129143715NAL0015389681001

MISSOURI NATIONAL EDUCATION ASSOCIATION

Name: MISSOURI NATIONAL EDUCATION ASSOCIATION — MISSOURI NEA 401(K) PLAN, Form 5500 (2023)
Creator: MISSOURI NATIONAL EDUCATION ASSOCIATION

Form 5500-SF

FILING_RECEIVED

MISSOURI NEA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 MISSOURI NATIONAL EDUCATION ASSOCIATION.

Plan sponsor

Name

MISSOURI NATIONAL EDUCATION ASSOCIATION

EIN

43-1005405

Address

1810 EAST ELM STREET · JEFFERSON CITY, MO · 651014174

Phone

(573) 634-3202

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-01-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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