How big is North Castle Partners, LLC's plan?

North Castle Partners, LLC's plan reported $21.8M in assets and 13 participants for 2024.

Original filing (PDF)20250416105330NAL0004933857001

North Castle Partners, LLC

Name: North Castle Partners, LLC — North Castle Partners, Form 5500 (2024)
Creator: North Castle Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Castle Partners, LLC 401(k) Retirement Plan

401(k) retirement plan · North Castle Partners, LLC's North Castle Partners, LLC 401(k) Retirement Plan held $21.8M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

People on this filing

Alyse Skidmore signed North Castle Partners, LLC's 2024 Form 5500 as plan administrator.

Alyse Skidmore — 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 Castle Partners, LLC's EIN is 06-1496890.

EIN 06-1496890

Plan number 001

Plan year 2024

ACK ID 20250416105330NAL0004933857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for North Castle Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

North Castle Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CASTLE PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

NORTH CASTLE PARTNERS, LLC

EIN

all filings

Address

383 MAIN AVENUE · 8TH FLOOR · NORWALK, CT · 06851

Phone

(203) 862-3210

Industry

Finance & Insurance

Plan administrator