How big is Northland Financial Planning Services, LLC's plan?

Northland Financial Planning Services, LLC's plan reported $814K in assets and 6 participants for 2024.

Original filing (PDF)20251009140912NAL0011105744001

Northland Financial Planning Services, LLC

Name: Northland Financial Planning Services, LLC — Form 5500 Plan 001 (2024)
Creator: Northland Financial Planning Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northland Financial Planning Services, LLC 401(k) Profit Sharing

401(k) retirement plan · Northland Financial Planning Services, LLC's Northland Financial Planning Services, LLC 401(k) Profit Sharing held $814K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

Plan identifiers

Northland Financial Planning Services, LLC's EIN is 26-2191113.

EIN 26-2191113

Plan number 001

Plan year 2024

ACK ID 20251009140912NAL0011105744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northland Financial Planning Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northland Financial Planning Services, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

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.

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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