Original filing (PDF)20260513130041NAL0007613009001

Northwest Capital Financial Group, LLC

Name: Northwest Capital Financial Group, LLC — Form 5500 Plan 001 (2025)
Creator: Northwest Capital Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Claridence Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Northwest Capital Financial Group, LLC's Claridence Wealth 401(k) Profit Sharing Plan held $797K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$797K

Net assets (EOY)

$797K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWEST CAPITAL FINANCIAL GROUP, LLC.

Plan sponsor

Name

NORTHWEST CAPITAL FINANCIAL GROUP, LLC

EIN

26-0810159all filings

Address

1036 CHELSEA AVENUE · NAPOLEON, OH · 435452608

Phone

(419) 592-7783

Industry

Finance & Insurance

Plan administrator