Original filing (PDF)20250501160900NAL0007299282001

NAMI OF COLLIER COUNTY, INC.

Name: NAMI OF COLLIER COUNTY, INC. — NAMI OF COLLIER COUNTY 403(B) PLAN, Form 5500 (2023)
Creator: NAMI OF COLLIER COUNTY, INC.

Form 5500-SF

FILING_RECEIVED

NAMI OF COLLIER COUNTY 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

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 NAMI OF COLLIER COUNTY, INC..

Plan sponsor

Name

NAMI OF COLLIER COUNTY, INC.

EIN

65-0047747all filings

Address

5025 CASTELLO DR STE 101 · NAPLES, FL · 34103

Phone

(239) 434-6726

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-05-01

Pension benefit codes

2A · Age/service weighted or new comparability

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2R · Participant-directed brokerage (SDBA)

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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