How big is Northern Atlantic Financial, LLC's plan?

Northern Atlantic Financial, LLC's plan reported $270K in assets and 4 participants for 2024.

Original filing (PDF)20251015010229NAL0001916867001

Northern Atlantic Financial, LLC

Name: Northern Atlantic Financial, LLC — Northern Atlantic, Form 5500 (2024)
Creator: Northern Atlantic Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northern Atlantic Financial, LLC 401(k) Plan

401(k) retirement plan · Northern Atlantic Financial, LLC's Northern Atlantic Financial, LLC 401(k) Plan held $270K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

Plan identifiers

Northern Atlantic Financial, LLC's EIN is 01-0850272.

EIN 01-0850272

Plan number 001

Plan year 2024

ACK ID 20251015010229NAL0001916867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northern Atlantic Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northern Atlantic Financial, LLC's plan includes profit-sharing, 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 NORTHERN ATLANTIC FINANCIAL, LLC.

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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