Original filing (PDF)20250723084457NAL0001735091001

NORTH POINT PORTFOLIO MANAGERS CORP

Name: NORTH POINT PORTFOLIO MANAGERS CORP — NORTH POINT PORTFOLIO MANAGERS CORP PROFIT SHARING TRUST, Form 5500 (2024)
Creator: NORTH POINT PORTFOLIO MANAGERS CORP

Form 5500-SF

FILING_RECEIVED

NORTH POINT PORTFOLIO MANAGERS CORP PROFIT SHARING TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

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 NORTH POINT PORTFOLIO MANAGERS CORP.

Plan sponsor

Name

NORTH POINT PORTFOLIO MANAGERS CORP

EIN

34-1887341

Address

100 PARK AVE STE 200 · BEACHWOOD, OH · 441228201

Phone

(440) 720-1100

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HIGHTOWER HOLDING, LLC

HIGHTOWER ADVISOR GROUP 401(K) PLAN

$11.1M · 49 participants

ANCHOR INVESTMENT MANAGEMENT, LLC

ANCHOR INVESTMENT MANAGEMENT RETIREMENT TRUST

$11.1M · 19 participants

TRENTON TECHNOLOGY, INC.

TRENTON TECHNOLOGY 401(K) PLAN

$11.1M · 249 participants

VIVO CAPITAL

VIVO CAPITAL 401(K) PLAN

$11.2M · 32 participants

COHEN KLINGENSTEIN LLC

COHEN KLINGENSTEIN LLC 401(K) PLAN

$11.2M · 8 participants