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Original filing (PDF)20250918084230NAL0001505616001
NORTH ATLANTIC CORP.
Form 5500
FILING_RECEIVED
NORTH ATLANTIC CORP. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
680
Accounts w/ balance
723
Plan assets (EOY)
$50.1M
Net assets (EOY)
$50.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH ATLANTIC CORP..
Plan sponsor
Name
NORTH ATLANTIC CORP.
EIN
04-3173943
Address
1255 GAR HIGHWAY · SOMERSET, MA · 02726
Phone
(508) 679-6479
Industry
Wholesale Tradesee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
29 direct securities · 1 pooled fund· $52.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$50.1M
29 holdings
Common Collective Trust
$2.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 | — | — | — | $7.3M | 14.7% | |
| Fidelity Freedom Index 2035 | — | — | — | $6.1M | 12.2% | |
| Fidelity Freedom Index 2040 | — | — | — | $4.5M | 9.1% | |
| Fidelity Freedom Index 2025 | — | — | — | $3.8M | 7.6% | |
| Fidelity Freedom Index 2020 | — | — | — | $3.8M | 7.6% | |
| Fidelity 500 Index | — | — | — | $2.8M | 5.5% | |
| Fidelity Freedom Index 2065 | — | — | — | $2.7M | 5.5% | |
| Fidelity Freedom Index 2045 | — | — | — | $2.7M | 5.3% | |
| Vanguard Retirement Savings Trust | — | — | — | $2.4M | 4.7% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $2.4M | 4.7% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $2.3M | 4.6% | |
| Fidelity Freedom Index 2050 | — | — | — | $1.9M | 3.8% | |
| Vanguard Equity-Income Fund Admiral | — | — | — | $1.3M | 2.5% | |
| Fidelity Freedom Index 2055 | — | — | — | $1.1M | 2.1% | |
| Fidelity Total International Index | — | — | — | $1.1M | 2.1% | |
| Fidelity Mid Cap Index | — | — | — | $863K | 1.7% | |
| Vanguard Explorer Fund Admiral | — | — | — | $817K | 1.6% | |
| Participants Rates from 4.25% to 9.50% | — | — | — | $738K | 1.5% | |
| Fidelity US Bond Index | — | — | — | $736K | 1.5% | |
| Fidelity Small Cap Index | — | — | — | $629K | 1.3% | |
| AF Bond Fund American R6 | — | — | — | $569K | 1.1% | |
| MFS International Diversification Fund Class R6 | — | — | — | $567K | 1.1% | |
| Fidelity Freedom Index 2060 | — | — | — | $407K | 0.8% | |
| DFA US Targeted Value Portfolio Institutional Class | — | — | — | $345K | 0.7% | |
| Fidelity Freedom Index 2015 | — | — | — | $334K | 0.7% | |
| PIMCO Income Fund Institutional Class | — | — | — | $286K | 0.6% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $18K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index Inc Perimeter | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2070 | — | — | — | $4K | <0.1% |
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