Original filing (PDF)20250416121336NAL0002207395001

NORTHLAKE PARTNERS, INC.

Name: NORTHLAKE PARTNERS, INC. — NORTHLAKE PARTNERS, INC 401(K) PLAN, Form 5500 (2024)
Creator: NORTHLAKE PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

NORTHLAKE PARTNERS, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHLAKE PARTNERS, INC..

Plan sponsor

Name

NORTHLAKE PARTNERS, INC.

EIN

20-1212977

Address

8516 FAIRWAY PLACE · MIDDLETON, WI · 53562

Phone

(608) 833-6868

Industry

Retail Tradesee 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

2025-04-16

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

CALIFORNIA BACKYARD INC

CALIFORNIA BACKYARD INC 401K PLAN

$1.0M · 27 participants

DREAMWORLD SHOPS, INC. DBA PARADISE FURNITURE

PARADISE FURNITURE PROFIT SHARING PLAN

$1.0M · 2 participants

JEF ENTERPRISES, LLC

JEF ENTERPRISES 401(K) PLAN

$1.0M · 31 participants

TYNER FURNITURE

TYNER FURNITURE 401(K) PROFIT SHARING PLAN

$1.0M · 33 participants

FEATHERS CUSTOM FURNITURE, INC.

FEATHERS CUSTOM FURNITURE, INC. 401(K) PROFIT SHARING PLAN AND TRUST