Stacey Rogers signed Northpoint Senior Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northpoint Senior Services, LLC's EIN is 22-3858078.
Download the official 2024 Form 5500 (PDF) for Northpoint Senior Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northpoint Senior Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $182K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SORTINO ADVISORY PARTNERS, LLC | — | LOUISVILLE, KY | RETAINED BY CLIENT | $27K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $42.7M | 97.4% | |
| 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% | |
| 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% |
