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NAMI ORANGE COUNTY — NAMI ORANGE COUNTY 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010113902NAL0008076737001
NAMI ORANGE COUNTY
Form 5500-SF
FILING_RECEIVED
NAMI ORANGE COUNTY 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
62
Accounts w/ balance
24
Plan assets (EOY)
$228K
Net assets (EOY)
$228K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
NAMI ORANGE COUNTY
.
Find decision makers
Plan sponsor
Name
NAMI ORANGE COUNTY
EIN
95-3726369
Address
1810 E 17TH ST · SANTA ANA, CA · 92705
Phone
(714) 393-6548
Industry
Health Care & Social Assistance
see 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
2025-10-10
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
FRIENDS OF THE CHILDREN - MONTANA
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NEW YORK STATE COMMUNITY ACTIO
403(B) THRIFT PLAN FOR EMPLOYEES OF NEW YORK STATE COMMUNITY ACTION ASSOCIATION, INC.
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WELLNASH LLC DBA NASHVILLE COLLABORATIVE COUNSELING CENTER
65
Knocking points off
Only 39% as many balances as active participants — suggests many active employees aren't deferring.
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.
Small plan (5500-SF) — Schedule H data not available.
WELLNASH 401(K) PLAN
$227K · 31 participants
DIANE SAPIR
DIANE SAPIR 401(K) PROFIT SHARING PLAN & TRUST
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
