Justin Ramirez signed Northstrat, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northstrat, Inc.'s EIN is 20-5239243.
Download the official 2023 Form 5500 (PDF) for Northstrat, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Northstrat, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL ADVISORS LLC | 46-1803145 | — | ADVISOR | $128K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $49.6M | 89.1% | |
| [Assets held in common stock] | Other | — | — | $3.4M | 6.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $859K | 1.5% | |
| [Assets held in participant loans] | Other | — | — | $324K | 0.6% |
| — |
| ADVISOR |
| $24K |
| — |
