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Original filing (PDF)20250729161638NAL0006405554001
NAMI
Form 5500
FILING_RECEIVED
NAMI 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
203
Accounts w/ balance
266
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
1 pooled trust
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAMI.
Plan sponsor
Name
NAMI
EIN
43-1201653
Address
4301 WILSON BLVD · SUITE 300 · ARLINGTON, VA · 22203
Phone
(703) 524-7600
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ROGERS & COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC | 04-2746212 | — | INVESTMENT ADVISORY | $0 | — |
| TRIBRIDGE PARTNERS FINANCIAL LLC | 99-1321623 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP INC | 27-2037969 | — | OTHER SERVICES | $0 | — |
Investments
59 direct securities · 1 pooled fund· $16.6M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.6M
59 holdings
Pooled Separate Account
$66K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Trust Company Principal Lifetime 2045 R5 Fund | — | — | — | $1.6M | 8.6% | |
| Principal Trust Company Principal Lifetime 2025 R5 Fund | — | — | — | $1.4M | 7.6% | |
| Principal Global Investors Multiple Sub-Advisors - Principal LifeTime 2030 Fund | — | — | — | $1.4M | 7.5% | |
| Principal Global Investors Multiple Sub-Advisors - Principal LifeTime 2040 Fund | — | — | — | $1.2M | 6.8% | |
| Fully Benefit-Responsive Investment Contracts * TIAA-CREF TIAA Traditional Benefit Responsive | — | — | — | $1.2M | 6.7% | |
| Principal Global Investors Multiple Sub-Advisors - Principal LifeTime 2050 Fund | — | — | — | $1.1M | 5.8% | |
| Principal Global Investors Principal Largecap S&P 600 Index Fund | — | — | — | $1.0M | 5.6% | |
| College Retirement Equities Fund CREF Growth | — | — | — | $878K | 4.9% | |
| Principal Trust Company Principal Lifetime 2055 R5 Fund | — | — | — | $815K | 4.5% | |
| College Retirement Equities Fund CREF Global Equities | — | — | — | $716K | 4.0% | |
| TIAA-CREF TIAA Traditional Non-Benefit Responsive | — | — | — | $694K | 3.9% | |
| Principal Global Investors Multiple Sub-Advisors - Principal LifeTime 2060 Fund | — | — | — | $575K | 3.2% | |
| Principal Trust Company Principal Lifetime 2035 R5 Fund | — | — | — | $447K | 2.5% | |
| College Retirement Equities Fund CREF Equity Index | — | — | — | $427K | 2.4% | |
| Principal Trust Company Principal Capital Appreciation R5 Fund | — | — | — | $415K | 2.3% | |
| TIAA-CREF TIAA Access Lg-Cap Gr | — | — | — | $336K | 1.9% | |
| Principal Global Investors Principal Smallcap S&P 600 Index Fund | — | — | — | $304K | 1.7% | |
| Principal Trust Company Principal Lifetime 2065 R5 Fund | — | — | — | $256K | 1.4% | |
| College Retirement Equities Fund CREF Bond Market | — | — | — | $238K | 1.3% | |
| Principal Global Investors Multiple Sub-Advisors - Principal LifeTime 2020 Fund | — | — | — | $221K | 1.2% | |
| Principal Trust Company Principal Fixed Income Guaranteed Option | — | — | — | $150K | 0.8% | |
| Fidelity Management & Research Fidelity Adv Equity Growth Fund | — | — | — | $141K | 0.8% | |
| Principal Trust Company Principal Lifetime 2015 R5 Fund | — | — | — | $119K | 0.7% | |
| College Retirement Equities Fund CREF Money Market | — | — | — | $84K | 0.5% | |
| Delaware Funds Ivy Mid Cap Growth Fund | — | — | — | $78K | 0.4% | |
| Alliance Bernstein Investments AB Small Cap Growth Porfolio | — | — | — | $71K | 0.4% | |
| American Funds New Perspective Fund | — | — | — | $69K | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $66K | 0.4% | |
| Victory Capital Management Victory Sycamore Established Value R Fund | — | — | — | $60K | 0.3% | |
| Principal Trust Company Principal Diversified International Fund | — | — | — | $59K | 0.3% | |
| Alliance Bernstein Investments Ab Global Bond A Fund | — | — | — | $55K | 0.3% | |
| College Retirement Equities Fund CREF Social Choice | — | — | — | $55K | 0.3% | |
| Fidelity Management & Research Fid Adv High Inc Advant A Fund | — | — | — | $47K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2040 | — | — | — | $47K | 0.3% | |
| TIAA-CREF TIAA Access Lifecycle 2045 T4 | — | — | — | $43K | 0.2% | |
| Principal Trust Company Principal Bond Market Index Fund | — | — | — | $37K | 0.2% | |
| Principal Real Estate Principal Investors Fund Inc – Real Estate Securities Fund | — | — | — | $36K | 0.2% | |
| Calvert Cons Allocation A Fund | — | — | — | $35K | 0.2% | |
| Principal Trust Company Principal Core Fixed Income Fund | — | — | — | $33K | 0.2% | |
| Columbia Fund Columbia Dividend Income Fund | — | — | — | $32K | 0.2% | |
| Principal Trust Company Principal International Equity Index Fund | — | — | — | $30K | 0.2% | |
| Columbia Fund Columbia Small Cap Value Fund | — | — | — | $24K | 0.1% | |
| Calamos Investment Calamos International Growth Fund | — | — | — | $23K | 0.1% | |
| Principal Trust Company Principal Midcap S&P 400 Index R5 Fund | — | — | — | $19K | 0.1% | |
| Principal Trust Company Principal Bond Mkt Index R5 Fd | — | — | — | $18K | <0.1% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond | — | — | — | $17K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2050 | — | — | — | $14K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Gr | — | — | — | $14K | <0.1% | |
| TIAA-CREF TIAA Access Real Est Secs | — | — | — | $12K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2055 | — | — | — | $10K | <0.1% | |
| TIAA-CREF TIAA Access Intl Equity | — | — | — | $10K | <0.1% | |
| Calvert Gwth Allocation A Fund | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Growth & Income | — | — | — | $5K | <0.1% | |
| TIAA-CREF TIAA Access Bond Plus | — | — | — | $4K | <0.1% | |
| TIAA-CREF TIAA Access Mid-Cap Val | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Lg-Cap Val | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Sm-Cap Equity | — | — | — | $3K | <0.1% | |
| Principal Global Investors Multiple Sub-Advisors - Strategic Income Fund | — | — | — | $3K | <0.1% | |
| TIAA-CREF TIAA Access Lifecycle 2060 | — | — | — | $2K | <0.1% | |
| TIAA-CREF TIAA Access Sm-Cap Bl Idx | — | — | — | $2K | <0.1% |
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