NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS — NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
Form 5500-SF
FILING_RECEIVED
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
90
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
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
62
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 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS.
Plan sponsor
Name
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
EIN
53-0232489
Address
1000 WILSON BOULEVARD, SUITE 1890 · ARLINGTON, VA · 22209
