Anthony M. Ward ESQ. signed Northstar VETS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northstar VETS' EIN is 22-3712229.
Download the official 2024 Form 5500 (PDF) for Northstar VETS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northstar VETS' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS - RETIREMENT PLAN CONSULTING | — | NASHVILLE, TN | ADVISOR | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.2M | 98.7% |
