How big is 1 North Wealth Services LLC's plan?

1 North Wealth Services LLC's plan reported $284K in assets and 7 participants for 2024.

Original filing (PDF)20250717094534NAL0000074849017

1 North Wealth Services LLC

Name: 1 North Wealth Services LLC — 1 North Wealth, Form 5500 (2024)
Creator: 1 North Wealth Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1 North Wealth Services LLC Retirement Trust

401(k) retirement plan · 1 North Wealth Services LLC's 1 North Wealth Services LLC Retirement Trust held $284K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$284K

Net assets (EOY)

$284K

People on this filing

Plan Sponsor signed 1 North Wealth Services LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

1 North Wealth Services LLC's EIN is 20-0068375.

EIN 20-0068375

Plan number 002

Plan year 2024

ACK ID 20250717094534NAL0000074849017

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1 North Wealth Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1 North Wealth Services 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 1 NORTH WEALTH SERVICES 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