How big is Northstar Asset Management, LLC's plan?

Northstar Asset Management, LLC's plan reported $1.5M in assets and 7 participants for 2023.

Original filing (PDF)20241014150422NAL0013499843001

Northstar Asset Management, LLC

Name: Northstar Asset Management, LLC — Northstar Asset, Form 5500 (2023)
Creator: Northstar Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northstar Asset Management, LLC 401(k) Plan

401(k) retirement plan · Northstar Asset Management, LLC's Northstar Asset Management, LLC 401(k) Plan held $1.5M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Northstar Asset Management, LLC's EIN is 13-4264898.

EIN 13-4264898

Plan number 001

Plan year 2023

ACK ID 20241014150422NAL0013499843001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Northstar Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Northstar Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHSTAR ASSET MANAGEMENT, 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