Original filing (PDF)20251010142638NAL0013314064001

UNITED STATES NAVAL INSTITUTE

Name: UNITED STATES NAVAL INSTITUTE — UNITED STATES NAVAL INSTITUTE 403(B) PLAN, Form 5500 (2024)
Creator: UNITED STATES NAVAL INSTITUTE

Form 5500-SF

FILING_RECEIVED

UNITED STATES NAVAL INSTITUTE 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED STATES NAVAL INSTITUTE.

Plan sponsor

Name

UNITED STATES NAVAL INSTITUTE

EIN

52-0643040

Address

291 WOOD ROAD · ANNAPOLIS, MD · 214025035

Phone

(410) 571-1709

Industry

Educational Servicessee all

Plan administrator

Name

UNITED STATES NAVAL INSTITUTE

EIN

52-0643040

City

ANNAPOLIS, MD

Phone

(410) 571-1709

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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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