· 2022–2024 · DOL EFAST2

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS — NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS REGULAR RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251009084438NAL0003427475001

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS

Form 5500-SF

FILING_RECEIVED

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS REGULAR RETIREMENT PLAN

403(b) retirement plan

Active participants

59

Accounts w/ balance

97

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS.

Plan sponsor

Name

NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS

EIN

83-0211970

Address

1801 PENNSYLVANIA AVENUE NW · SUITE 850 · WASHINGTON, DC · 20006

Phone

(202) 785-6965

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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