How big is NAMI Oregon's plan?

NAMI Oregon's plan reported $346K in assets and 6 participants for 2024.

Original filing (PDF)20250530051934NAL0021775954001

NAMI Oregon

Name: NAMI Oregon — NAMI Oregon 401(k) Plan, Form 5500 (2024)
Creator: NAMI Oregon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAMI Oregon 401(k) Plan

401(k) retirement plan · NAMI Oregon's NAMI Oregon 401(k) Plan held $346K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

Chris Bouneff signed NAMI Oregon's 2024 Form 5500 as plan administrator.

Chris Bouneff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

NAMI Oregon's EIN is 93-0875209.

EIN 93-0875209

Plan number 001

Plan year 2024

ACK ID 20250530051934NAL0021775954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NAMI Oregon from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NAMI Oregon's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAMI OREGON.

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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.

Plan sponsor

Name

NAMI OREGON

EIN

all filings

Address

147 SE 102ND AVE · PORTLAND, OR · 97216

Phone

(503) 230-8009

Industry

Health Care & Social Assistance

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

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