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NORTH STAR FUND — NORTH STAR FUND 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250716110045NAL0006735538001
NORTH STAR FUND
Form 5500-SF
FILING_RECEIVED
NORTH STAR FUND 403(B) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
33
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTH STAR FUND
.
Find decision makers
Plan sponsor
Name
NORTH STAR FUND
EIN
13-2950801
Address
520 8TH AVE., SUITE 1800 · NEW YORK, NY · 10018
Phone
(212) 620-9110
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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$20.0B
