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Original filing (PDF)20251015101008NAL0002219299001
NORTHPOINT SENIOR SERVICES, LLC
Form 5500
FILING_RECEIVED
PRESTIGE MANAGEMENT EMPLOYEE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,468
Accounts w/ balance
1,438
Plan assets (EOY)
$43.8M
Net assets (EOY)
$43.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHPOINT SENIOR SERVICES, LLC.
Plan sponsor
Name
NORTHPOINT SENIOR SERVICES, LLC
EIN
22-3858078
Address
7400 NEW LAGRANGE ROAD · SUITE 100 · LOUISVILLE, KY · 40222
Phone
(502) 429-8062
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PEASE BELL CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $182K | — |
| SORTINO ADVISORY PARTNERS, LLC | — | LOUISVILLE, KY | RETAINED BY CLIENT | $27K | — |
Investments
1 direct security · 13 pooled funds· $32.6M(74% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.0M
13 holdings
Uncategorized
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RET DATE 2040 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.7M | 10.8% | |
| AMERICAN CENTURY RET DATE 2035 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.5M | 10.2% | |
| AMERICAN CENTURY RET DATE 2030 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.1M | 9.3% | |
| AMERICAN CENTURY RET DATE 2025 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.1M | 9.3% | |
| STADION TARGETFIT 2040 CONSERVATIVE BENEFIT TRUST · EIN 43-0995254 / PN 029 | Common Collective Trust | — | — | $2.9M | 6.6% | |
| AMERICAN CENTURY RET DATE 2045 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.8M | 6.3% | |
| AMERICAN CENTURY RET DATE 2050 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.6% | |
| [DFE: AMERICAN CENTURY RETIREMENT DATE TRUST (extraction pending)] | — | — | — | $1.6M | 3.7% | |
| AMERICAN CENTRY IN RETIRMENT TRUST GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| AMERICAN CENTURY RET DATE 2055 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| STADION TARGETFIT 2020 CONSERVATIVE BENEFIT TRUST · EIN 43-0995254 / PN 027 | Common Collective Trust | — | — | $1.4M | 3.1% | |
| STADION TARGETFIT 2050 CONSERVATIVE BENEFIT TRUST · EIN 43-0995254 / PN 030 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| STADION TARGETFIT 2030 CONSERVATIVE BENEFIT TRUST · EIN 43-0995254 / PN 028 | Common Collective Trust | — | — | $298K | 0.7% | |
| STADION TARGETFIT INCOME CONSERVATI BENEFIT TRUST · EIN 43-0995254 / PN 025 | Common Collective Trust | — | — | $95K | 0.2% |
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