How big is Northlake Partners, Inc.'s plan?

Northlake Partners, Inc.'s plan reported $1.2M in assets and 10 participants for 2025.

Original filing (PDF)20260217164654NAL0006871680001

Northlake Partners, Inc.

Name: Northlake Partners, Inc. — Northlake Partners, Inc., Form 5500 (2025)
Creator: Northlake Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northlake Partners, Inc. 401(k) Plan

401(k) retirement plan · Northlake Partners, Inc.'s Northlake Partners, Inc. 401(k) Plan held $1.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

JILL Peterson signed Northlake Partners, Inc.'s 2025 Form 5500 as plan administrator.

JILL Peterson — 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

Northlake Partners, Inc.'s EIN is 20-1212977.

EIN 20-1212977

Plan number 001

Plan year 2025

ACK ID 20260217164654NAL0006871680001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Northlake Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Northlake Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHLAKE PARTNERS, INC..

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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

Knocking points off