Original filing (PDF)20250530051934NAL0021775954001

NAMI OREGON

Name: NAMI OREGON — NAMI OREGON 401K PLAN, Form 5500 (2024)
Creator: NAMI OREGON

Form 5500-SF

FILING_RECEIVED

NAMI OREGON 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAMI OREGON.

Plan sponsor

Name

NAMI OREGON

EIN

93-0875209

Address

147 SE 102ND AVE · PORTLAND, OR · 97216

Phone

(503) 230-8009

Industry

Health Care & Social Assistancesee 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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

IN ROADS MANAGEMENT, INC.

IN-ROADS CREATIVE PROGRAMS, INC. 401(K) PLAN

$346K · 336 participants

IN ROADS MANAGEMENT, INC.

IN-ROADS CREATIVE PROGRAMS, INC. 401(K) PLAN

$346K · 336 participants

FLORIDA LAWYERS ASSISTANCE, INC.

FLORIDA LAWYERS ASSISTANCE, INC. 401(K) RETIREMENT PLAN

$345K · 6 participants

RBI AUSTIN

RBI AUSTIN 403(B) EMPLOYEE RETIREMENT PLAN

$346K · 11 participants

PUMP WITH PURPOSE LLC

PUMP WITH PURPOSE 401K