How big is North Star Fund's plan?

North Star Fund's plan reported $1.8M in assets and 26 participants for 2024.

Original filing (PDF)20250716110045NAL0006735538001

North Star Fund

Name: North Star Fund — North Star Fund 403(b) Plan, Form 5500 (2024)
Creator: North Star Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Star Fund 403(b) Plan

401(k) retirement plan · North Star Fund's North Star Fund 403(b) Plan held $1.8M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Steven Thomas signed North Star Fund's 2024 Form 5500 as plan administrator.

Steven Thomas — 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 Fund's EIN is 13-2950801.

EIN 13-2950801

Plan number 001

Plan year 2024

ACK ID 20250716110045NAL0006735538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for North Star Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

North Star Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH STAR FUND.

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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