How big is Northeast Private Client Group's plan?

Northeast Private Client Group's plan reported $27K in assets and 5 participants for 2024.

Original filing (PDF)20250721192304NAL0004785634001

Northeast Private Client Group

Name: Northeast Private Client Group — Form 5500 (2024)
Creator: Northeast Private Client Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Northeast Private Client Group held $27K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Shirley Horner signed Northeast Private Client Group's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Northeast Private Client Group's EIN is 27-2237579.

EIN 27-2237579

Plan number 001

Plan year 2024

ACK ID 20250721192304NAL0004785634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northeast Private Client Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northeast Private Client Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHEAST PRIVATE CLIENT GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

NORTHEAST PRIVATE CLIENT GROUP

EIN

all filings

Address

2 TRAP FALLS ROAD · SUITE 312 · SHELTON, CT · 06484

Phone

(203) 307-1578

Industry

Other Services (ex. Public Admin)

Plan administrator