Original filing (PDF)20250721192304NAL0004785634001

NORTHEAST PRIVATE CLIENT GROUP

Name: NORTHEAST PRIVATE CLIENT GROUP — Form 5500 (2024)
Creator: NORTHEAST PRIVATE CLIENT GROUP

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHEAST PRIVATE CLIENT GROUP.

Plan sponsor

Name

NORTHEAST PRIVATE CLIENT GROUP

EIN

27-2237579

Address

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

Phone

(203) 307-1578

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CAMP MORASHA-INC

CAMP MORASHA-INC 401(K) PROFIT SHARING PLAN & TRUST

$27K · 2,097 participants

CAL TRENDS LANDSCAPING INC

CAL TRENDS LANDSCAPING INC 401(K) PLAN

$27K · 14 participants

MN06

DELTA VETERINARY HOSPITAL 401K PLAN

$27K · 9 participants

HELPING 2 OVERCOME SYSTEMS LLC

$27K · 52 participants

JON REMOLONA

JON REMOLONA 401(K) PROFIT SHARING PLAN & TRUST

$27K · 8 participants