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NATIONAL EQUITY PROJECT — NATIONAL EQUITY PROJECT RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260121153711NAL0006299616001
NATIONAL EQUITY PROJECT
Form 5500-SF
FILING_RECEIVED
NATIONAL EQUITY PROJECT RETIREMENT PLAN
403(b) retirement plan
Active participants
49
Accounts w/ balance
75
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
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 EQUITY PROJECT
.
Find decision makers
Plan sponsor
Name
NATIONAL EQUITY PROJECT
EIN
94-3222960
Address
1720 BROADWAY STE 400 · OAKLAND, CA · 946122162
Phone
(510) 318-3641
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-21
Pension benefit codes
2L · 403(b)(1) annuity
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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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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