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Original filing (PDF)20251002095646NAL0000284833001
NORTHWOODS CONSULTING PARTNERS, INC .
Form 5500
FILING_RECEIVED
NORTHWOODS CONSULTING PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
87
Accounts w/ balance
155
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: STABLE VALUE FUND FEE CLASS R1 (no filing on disk)]" is 100% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWOODS CONSULTING PARTNERS, INC ..
Plan sponsor
Name
NORTHWOODS CONSULTING PARTNERS, INC .
EIN
31-1668570
Address
5200 RINGS ROAD · DUBLIN, OH · 43017
Phone
(614) 781-7800
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | DUBLIN, OH | INVESMENT ADVISOR | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | 20-4548831 | COPLEY, OH | CONTRACT ADMIN | $15K | — |
Investments
2 pooled funds· $271K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 202 | Common Collective Trust | — | — | $271K | 1.3% | |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |