Original filing (PDF)20250717100230NAL0000024931001

NORTH STAR INVESTMENT MANAGEMENT CORP.

Name: NORTH STAR INVESTMENT MANAGEMENT CORP. — NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN, Form 5500 (2024)
Creator: NORTH STAR INVESTMENT MANAGEMENT CORP.

Form 5500-SF

FILING_RECEIVED

NORTH STAR INVESTMENT MANAGEMENT CORP. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH STAR INVESTMENT MANAGEMENT CORP..

Plan sponsor

Name

NORTH STAR INVESTMENT MANAGEMENT CORP.

EIN

36-4467498

Address

20 N. WACKER DRIVE · SUITE 1416 · CHICAGO, IL · 60606

Phone

(312) 580-0900

Industry

Finance & Insurancesee all

Plan administrator