Original filing (PDF)20250703072525NAL0000487697001

NORTH, INC.

Name: NORTH, INC. — NORTH, INC. EMPLOYEE SAVINGS PLAN, Form 5500 (2023)
Creator: NORTH, INC.

Form 5500

FILING_RECEIVED

NORTH, INC. EMPLOYEE SAVINGS PLAN

403(b) retirement plan

Active participants

151

Accounts w/ balance

153

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

63 bps in Schedule C fees — modestly above peer band of 52 bps.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH, INC..

Plan sponsor

Name

NORTH, INC.

EIN

23-7399017

Address

2709 N. BROAD ST, 2ND FLOOR, REAR · PHILADELPHIA, PA · 19132

Phone

(215) 978-6100

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-03

Pension benefit codes

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BELFINT, LYONS & SHUMAN, P.A.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPLOYEE FIDUCIARY	61-1579239	MOBILE, AL	RECORD KEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SUMMIT GROUP RETIREMENT PLANNERS	46-4198717	EXTON, PA	FINANCIAL ADVISOR	$17K	—

Investments

2 pooled funds· $350K(6% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
AB US LARGE CAP GROWTH CIT (W SERIE ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 001	Common Collective Trust	$278K	4.5%
CLEARBRIDGE INTERNATIONAL GROWTH CL CLEARBRIDGE INVESTMENTS · EIN 01-0846058 / PN 001	Common Collective Trust	$72K	1.2%