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Original filing (PDF)20251017091717NAL0003684339001
NORTHERN HUMAN SERVICES, INC.
Form 5500
FILING_RECEIVED
NORTHERN HUMAN SERVICES 403(B) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
446
Accounts w/ balance
586
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHERN HUMAN SERVICES, INC..
Plan sponsor
Name
NORTHERN HUMAN SERVICES, INC.
EIN
02-0300994
Address
87 WASHINGTON STREET · CONWAY, NH · 03818
Phone
(603) 447-3347
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
2025-10-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | SERVICE PROVIDER | $48K | — |
| VOYA RETIREMENT AND ANNUITY COMPANY | 71-0294708 | — | SERVICE PROVIDER | $30 | — |
Investments
39 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement R6 | — | — | — | $2.0M | 12.5% | |
| American Funds 2035 Target Date Retirement R6 | — | — | — | $1.8M | 11.2% | |
| T. Rowe Price Dividend Growth | — | — | — | $1.2M | 7.4% | |
| American Funds 2025 Target Date Retirement R6 | — | — | — | $1.0M | 6.5% | |
| American Funds 2045 Target Date Retirement R6 | — | — | — | $992K | 6.3% | |
| Vanguard Value Index Fund Admiral | — | — | — | $768K | 4.9% | |
| Calvert Equity I | — | — | — | $703K | 4.5% | |
| American Funds 2040 Target Date Retirement R6 | — | — | — | $574K | 3.7% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $554K | 3.5% | |
| MFS International Diversification Fund R6 | — | — | — | $540K | 3.4% | |
| PGIM High Yield R6 | — | — | — | $528K | 3.4% | |
| American Funds 2060 Target Date Retirement R6 | — | — | — | $495K | 3.2% | |
| T. Rowe Price Spectrum Moderate Growth Allocation 609 Vanguard Inflation Protected Securities Admiral | — | — | — | $488K | 3.1% | |
| American Funds 2055 Target Date Retirement R6 | — | — | — | $474K | 3.0% | |
| American Funds 2020 Target Date Retirement R6 | — | — | — | $407K | 2.6% | |
| Vanguard Wellesley Income Admiral | — | — | — | $352K | 2.2% | |
| American Funds 2050 Target Date Retirement R6 | — | — | — | $328K | 2.1% | |
| Pimco International Bond USD-Hedged Instl | — | — | — | $315K | 2.0% | |
| 10.50%; maturities through 2029 -0- | — | — | — | $303K | 1.9% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $301K | 1.9% | |
| MFS Mid Cap Growth R6 | — | — | — | $225K | 1.4% | |
| American Funds American Balanced R6 | — | — | — | $223K | 1.4% | |
| Blackrock 80/20 Target Allocation Institutional | — | — | — | $214K | 1.4% | |
| Carillon Clarivest Capital Appreciation Fund - Class I | — | — | — | $168K | 1.1% | |
| American Funds New World R6 | — | — | — | $159K | 1.0% | |
| American Funds 2010 Target Date Retirement R6 | — | — | — | $125K | 0.8% | |
| American Funds Bond Fund R6 212 American Funds EUPAC Fund Class R6 | — | — | — | $109K | 0.7% | |
| Putnam Small Cap Growth Y | — | — | — | $101K | 0.6% | |
| American Funds 2015 Target Date Retirement R6 | — | — | — | $95K | 0.6% | |
| Alliance Bernstein Large Cap Growth I | — | — | — | $79K | 0.5% | |
| American Funds 2065 Target Date Retirement R6 | — | — | — | $53K | 0.3% | |
| Federated Hermes Government Obligations Premier | — | — | — | $32K | 0.2% | |
| Principal Short-Term Income Institutional | — | — | — | $22K | 0.1% | |
| Voya Fixed Plus Acct II | — | — | — | $20K | 0.1% | |
| Fidelity VIP Growth Port I | — | — | — | $5K | <0.1% | |
| Voya T. Rowe Price Divers Mid Cap Growth Pt I | — | — | — | $4K | <0.1% | |
| Fidelity VIP Contrafund Pt I | — | — | — | $4K | <0.1% | |
| Vanguard Strategic Equity Investor | — | — | — | $3K | <0.1% | |
| DFA US Core Equity I 773 DFA US Large Cap Value Institutional | — | — | — | $2K | <0.1% |
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