David LEVY signed NAMI's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NAMI's EIN is 43-1201653.
Download the official 2024 Form 5500 (PDF) for NAMI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NAMI's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| NEWPORT GROUP INC | 27-2037969 | — | OTHER SERVICES | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2746212 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| TRIBRIDGE PARTNERS FINANCIAL LLC | 99-1321623 | — | INVESTMENT ADVISORY | $0 | — |
