How big is Northwind Strategies LLC's plan?

Northwind Strategies LLC's plan reported $644K in assets and 4 participants for 2025.

Original filing (PDF)20260519093116NAL0000895617001

Northwind Strategies LLC

Name: Northwind Strategies LLC — Northwind Strategies LLC, Form 5500 (2025)
Creator: Northwind Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northwind Strategies LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Northwind Strategies LLC's Northwind Strategies LLC 401(k) Profit Sharing Plan & Trust held $644K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

Neil Morrison signed Northwind Strategies LLC's 2025 Form 5500 as plan administrator.

Neil Morrison — 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

Northwind Strategies LLC's EIN is 20-8688721.

EIN 20-8688721

Plan number 001

Plan year 2025

ACK ID 20260519093116NAL0000895617001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Northwind Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Northwind Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWIND STRATEGIES 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

NORTHWIND STRATEGIES LLC

EIN

all filings

Address

PO BOX 364 · RAYNHAM, MA · 027670600

Phone

(617) 839-3425

Industry

Admin Support & Waste Mgmt

Plan administrator