Original filing (PDF)20251009140912NAL0011105744001

NORTHLAND FINANCIAL PLANNING SERVICES, LLC

Name: NORTHLAND FINANCIAL PLANNING SERVICES, LLC — NORTHLAND FINANCIAL PLANNING SERVICES, LLC 401(K) PROFIT SHARING, Form 5500 (2024)
Creator: NORTHLAND FINANCIAL PLANNING SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

NORTHLAND FINANCIAL PLANNING SERVICES, LLC 401(K) PROFIT SHARING

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

NORTHLAND FINANCIAL PLANNING SERVICES, LLC

EIN

26-2191113all filings

Address

W5639 OAK HILL RD · TREGO, WI · 54888

Phone

(715) 635-7362

Industry

Finance & Insurancesee all

Plan administrator