How big is North Star Advisors, LLC's plan?

North Star Advisors, LLC's plan reported $4.4M in assets and 6 participants for 2025.

Original filing (PDF)20260513144627NAL0006883427001

North Star Advisors, LLC

Name: North Star Advisors, LLC — North Star Advisors, LLC, Form 5500 (2025)
Creator: North Star Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Star Advisors, LLC Retirement Savings Plan

401(k) retirement plan · North Star Advisors, LLC's North Star Advisors, LLC Retirement Savings Plan held $4.4M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Robert L. Carson signed North Star Advisors, LLC's 2025 Form 5500 as plan administrator.

Robert L. Carson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

North Star Advisors, LLC's EIN is 04-3534348.

EIN 04-3534348

Plan number 001

Plan year 2025

ACK ID 20260513144627NAL0006883427001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for North Star Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

North Star Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 NORTH STAR ADVISORS, LLC.

Finding similar companies…

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

Knocking points off