Original filing (PDF)20230531170143NAL0020647617001

NATIONAL FAMILIES IN ACTION

Name: NATIONAL FAMILIES IN ACTION — NATIONAL FAMILIES IN ACTION 403(B) TDA PLAN, Form 5500 (2022)
Creator: NATIONAL FAMILIES IN ACTION

Form 5500-SF

FILING_RECEIVED

NATIONAL FAMILIES IN ACTION 403(B) TDA PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL FAMILIES IN ACTION.

Plan sponsor

Name

NATIONAL FAMILIES IN ACTION

EIN

58-1363289

Address

1436 CORNELL RD NE · ATLANTA, GA · 303062404

Phone

(404) 771-7862

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-31

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

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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