Original filing (PDF)20250710160110NAL0005696337001

NORTHWEST SENIOR RESOURCES, INC. DBA AREA AGENCY ON AGING

Name: NORTHWEST SENIOR RESOURCES, INC. DBA AREA AGENCY ON AGING — AREA AGENCY ON AGING OF NORTHWEST MICHIGAN 403(B) PLAN, Form 5500 (2024)
Creator: NORTHWEST SENIOR RESOURCES, INC. DBA AREA AGENCY ON AGING

Form 5500-SF

FILING_RECEIVED

AREA AGENCY ON AGING OF NORTHWEST MICHIGAN 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 NORTHWEST SENIOR RESOURCES, INC. DBA AREA AGENCY ON AGING.

Plan sponsor

Name

NORTHWEST SENIOR RESOURCES, INC. DBA AREA AGENCY ON AGING

EIN

38-2056710

Address

1609 PARK DR. · PO BOX 5946 · TRAVERSE CITY, MI · 496965946

Phone

(231) 947-8920

Industry

Health Care & Social Assistancesee 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

2025-07-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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