How big is Northeast Planning Services, Inc.'s plan?

Northeast Planning Services, Inc.'s plan reported $3.9M in assets and 2 participants for 2024.

Original filing (PDF)20250710124655NAL0006609233001

Northeast Planning Services, Inc.

Name: Northeast Planning Services, Inc. — Northeast, Form 5500 (2024)
Creator: Northeast Planning Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northeast Planning Services, Inc. 401(k) Plan

401(k) retirement plan · Northeast Planning Services, Inc.'s Northeast Planning Services, Inc. 401(k) Plan held $3.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Northeast Planning Services, Inc.'s EIN is 04-2778166.

EIN 04-2778166

Plan number 001

Plan year 2024

ACK ID 20250710124655NAL0006609233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northeast Planning Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northeast Planning Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

NORTHEAST PLANNING SERVICES, INC.

EIN

all filings

Address

210 BEAR HILL ROAD · WALTHAM, MA · 02451

Phone

(781) 890-5501

Industry

Professional & Technical Services

Plan administrator