How big is Northstar Wealth Management Inc.'s plan?

Northstar Wealth Management Inc.'s plan reported $43K in assets and 2 participants for 2024.

Original filing (PDF)20250428120447NAL0019669008001

Northstar Wealth Management Inc.

Name: Northstar Wealth Management Inc. — Northstar Wealth, Form 5500 (2024)
Creator: Northstar Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northstar Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Northstar Wealth Management Inc.'s Northstar Wealth Management, Inc. 401(k) Plan held $43K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

James M Broom signed Northstar Wealth Management Inc.'s 2024 Form 5500 as plan administrator.

James M Broom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Northstar Wealth Management Inc.'s EIN is 26-4141492.

EIN 26-4141492

Plan number 001

Plan year 2024

ACK ID 20250428120447NAL0019669008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northstar Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northstar Wealth Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHSTAR WEALTH MANAGEMENT INC.

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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