North, Inc.'s EIN is 23-7399017.
Download the official 2023 Form 5500 (PDF) for North, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)North, Inc.'s plan includes 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE FIDUCIARY | 61-1579239 | MOBILE, AL | RECORD KEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUMMIT GROUP RETIREMENT PLANNERS | 46-4198717 | EXTON, PA | FINANCIAL ADVISOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2055 R6 Registered Investment Company | Mutual Funds | — | — | $1.1M | 18.7% | |
| American Funds Trgt Date Ret 2030 R6 Registered Investment Company | Mutual Funds | — | — | $779K | 12.7% | |
| American Funds Trgt Date Ret 2025 R6 Registered Investment Company | Mutual Funds | — | — | $404K | 6.6% | |
| American Funds Trgt Date Ret 2050 R6 Registered Investment Company | Mutual Funds | — | — | $317K | 5.2% | |
| " Target Date Retirement 2035 - | Other securities | — | — | $311K | 5.1% | |
| " Target Date Retirement 2040 - | Other securities | — | — | $295K | 4.8% | |
| " Target Date Retirement 2020 - | Other securities | — | — | $293K | 4.8% | |
| AB US LARGE CAP GROWTH CIT (W SERIE ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 001 | Common Collective Trust | — | — | $278K | 4.5% | |
| American Funds Balanced - | Mutual Funds | — | — | $269K | 4.4% | |
| Loan 4.25% - 9.50% | Bonds / Notes | — | — | $251K | 4.1% | |
| Standard Insurance Company Stable Asset - | Common Stocks | — | — | $207K | 3.4% | |
| " Mid-Cap Index - | Other securities | — | — | $169K | 2.8% | |
| " Mid-Cap Growth - | Other securities | — | — | $143K | 2.3% | |
| " Target Date Retirement 2060 - | Other securities | — | — | $130K | 2.1% | |
| Hartford Core Equity - | Other securities | — | — | $121K | 2.0% | |
| " Wellesley Income - | Other securities | — | — | $119K | 1.9% | |
| " Target Date Retirement 2010 - | Other securities | — | — | $86K | 1.4% | |
| " Small-Cap Index - | Other securities | — | — | $86K | 1.4% | |
| CLEARBRIDGE INTERNATIONAL GROWTH CL CLEARBRIDGE INVESTMENTS · EIN 01-0846058 / PN 001 | Common Collective Trust | — | — | $72K | 1.2% | |
| JP Morgan Equity Income - | Other securities | — | — | $59K | 1.0% | |
| MFS Mid-Cap Value - | Mutual Funds | — | — | $45K | 0.7% | |
| " 500 Index - | Common Collective Trusts | — | — | $42K | 0.7% | |
| JHancock Bond R6 Registered Investment Company | Common Stocks | — | — | $35K | 0.6% | |
| AXA Equi-Vest Guaranteed Interest Account - | Other securities | — | — | $26K | 0.4% | |
| " Target Date Retirement 2065 - 137 * AXA Equi-Vest Conservative-Plus Allocation - 44 Blackrock High Yield Bond - | Other securities | — | — | $19K | 0.3% | |
| Vanguard Life Strategy Growth - | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds Trgt Date Ret 2015 R6 Registered Investment Company | Mutual Funds | — | — | $8K | 0.1% | |
| " Emerging Markets Index - | Other securities | — | — | $3K | <0.1% | |
| Invesco International Small-Mid Companies - | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA-CREF Real Estate Sec Instl Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity® Inflation-Prot Bd Idx InstlPrm Registered Investment Company | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
