Original filing (PDF)20250315110034NAL0014530931001

NATIONAL BANKERS ASSOCIATION

Name: NATIONAL BANKERS ASSOCIATION — NATIONAL BANKERS ASSOCIATION NAEF DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: NATIONAL BANKERS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

NATIONAL BANKERS ASSOCIATION NAEF DEFINED CONTRIBUTION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATIONAL BANKERS ASSOCIATION.

Plan sponsor

Name

NATIONAL BANKERS ASSOCIATION

EIN

52-0884907all filings

Address

1513 P STREET NW · WASHINGTON, DC · 20005

Phone

(202) 588-5432

Industry