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Original filing (PDF)20250923174553NAL0007226240001
NORTH FORTY GROUP, LLC
Form 5500
FILING_RECEIVED
NORTH FORTY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
186
Accounts w/ balance
249
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH FORTY GROUP, LLC.
Plan sponsor
Name
NORTH FORTY GROUP, LLC
EIN
20-0692521
Address
2157 NORTH NORTHLAKE WAY, #220 · SEATTLE, WA · 98103
Phone
(206) 801-9516
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTON JONES | 91-2007475 | SEATTLE, WA | NONE | $41K | — |
Investments
28 direct securities · 1 pooled fund· $10.5M(99% 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
$10.1M
28 holdings
Common Collective Trust
$460K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $1.2M | 10.9% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $1.1M | 10.6% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $1.1M | 10.4% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $1.1M | 10.1% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $1.0M | 9.8% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $779K | 7.4% | |
| DFA US Core Equity 1 Port Instl Registered Investment Company | — | — | — | $518K | 4.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $460K | 4.4% | |
| DFA US Core Equity 2 Port Instl Registered Investment Company | — | — | — | $454K | 4.3% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $400K | 3.8% | |
| DFA Intl Core Equity Port Instl Registered Investment Company | — | — | — | $397K | 3.8% | |
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $384K | 3.6% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $359K | 3.4% | |
| Vanguard Short Term BD Index FD Adm Registered Investment Company | — | — | — | $163K | 1.5% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $125K | 1.2% | |
| DFA Global Real Estate Sec Port Registered Investment Company | — | — | — | $124K | 1.2% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $122K | 1.2% | |
| DFA Emerg Mkts Core Equity Port Instl Registered Investment Company | — | — | — | $109K | 1.0% | |
| Pimco High-Yield Fund Instl Class Registered Investment Company | — | — | — | $103K | 1.0% | |
| Fidelity Adv Floating Rate High Income Registered Investment Company | — | — | — | $88K | 0.8% | |
| Nuveen Preferred Securities i Registered Investment Company | — | — | — | $88K | 0.8% | |
| Pimco Incm Fd Inst Cl Registered Investment Company | — | — | — | $87K | 0.8% | |
| Vanguard Inflation Prot Sec Adm Registered Investment Company | — | — | — | $84K | 0.8% | |
| Vanguard Target Retirement Incm Inv Registered Investment Company | — | — | — | $79K | 0.8% | |
| Vanguard Total Stock Mkt Indx FD Adm Registered Investment Company | — | — | — | $56K | 0.5% | |
| Vanguard Target Retirement 2070 Registered Investment Company | — | — | — | $54K | 0.5% | |
| DFA Global Equity Portfolio Instl Registered Investment Company | — | — | — | $6K | <0.1% | |
| VanguardDeveloped Mkts Index ADM Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard Interim-Term Inv GRD ADM SHS Registered Investment Company | — | — | — | $1K | <0.1% |
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