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Original filing (PDF)20251007114308NAL0004709153001
NORTHSTAR LOCATION SERVICES, LLC
Form 5500
FILING_RECEIVED
THE NORTHSTAR COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
144
Accounts w/ balance
137
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHSTAR LOCATION SERVICES, LLC.
Plan sponsor
Name
NORTHSTAR LOCATION SERVICES, LLC
EIN
16-1602670
Address
4285 GENESEE STREET · CHEEKTOWAGA, NY · 14225
Phone
(716) 630-6600
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $14K | — |
| WILMINGTON TRUST, NATIONAL ASSOC. | 16-1486454 | WILMINGTON, DE | RETAINED BY EMPLOYER | $9K | — |
Investments
34 direct securities · 1 pooled fund· $4.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.4M
34 holdings
Common Collective Trust
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.0M | 23.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $396K | 9.0% | |
| Nuveen Lifecycle Index 2040 R6 Fund | — | — | — | $379K | 8.6% | |
| JP Morgan Large Growth Fund R6 | — | — | — | $359K | 8.2% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $350K | 8.0% | |
| Nuveen Lifecycle Index 2035 Fund R6 | — | — | — | $328K | 7.5% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $249K | 5.7% | |
| Nuveen Lifecycle Index 2045 Fund R6 | — | — | — | $222K | 5.1% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $215K | 4.9% | |
| Nuveen Lifecycle Index 2030 Fund R6 | — | — | — | $135K | 3.1% | |
| Nuveen Lifecycle Index 2050 Fund R6 | — | — | — | $116K | 2.6% | |
| Nuveen Lifecycle Index 2025 Fund R6 | — | — | — | $115K | 2.6% | |
| JPMorgan U.S. Government Money Market Capital Fund 520 * Notes receivable from participants (5.25 - 10.5%) | — | — | — | $112K | 2.5% | |
| Baird Core Plus Bond Fund | — | — | — | $45K | 1.0% | |
| Nuveen Lifecycle Index Retirement Income Fund R6 | — | — | — | $38K | 0.9% | |
| American Funds Washington Mutual Investors Fund Class R6 | — | — | — | $33K | 0.8% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $33K | 0.7% | |
| Nuveen Lifecycle Index 2055 Fund R6 | — | — | — | $32K | 0.7% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $31K | 0.7% | |
| Dodge & Cox International Stock Fund - Class I | — | — | — | $26K | 0.6% | |
| Fidelity Advisor Small Cap Fund | — | — | — | $25K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $20K | 0.5% | |
| Nuveen Lifecycle Index 2060 Fund R6 | — | — | — | $16K | 0.4% | |
| American Funds Fundamental Investors Fund Class R6 | — | — | — | $13K | 0.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $13K | 0.3% | |
| Vanguard Real Estate Index Fund | — | — | — | $10K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $10K | 0.2% | |
| MFS Total Return Fund Class R6 | — | — | — | $10K | 0.2% | |
| Nuveen Lifecycle Index 2020 Fund R6 | — | — | — | $8K | 0.2% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $7K | 0.2% | |
| American Century Small Cap Growth Fund R6 Class | — | — | — | $6K | 0.1% | |
| Nuveen Lifecycle Index 2065 Fund R6 | — | — | — | $6K | 0.1% | |
| METLIFE STABLE VAL SER 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $3K | <0.1% | |
| BlackRock High Yield Bond Portfolio Fund | — | — | — | $1K | <0.1% |