Original filing (PDF)20250710160110NAL0005696337001

Northwest Senior Resources, Inc. DBA Area Agency on Aging

Name: Northwest Senior Resources, Inc. DBA Area Agency on Aging — Form 5500 Plan 001 (2024)
Creator: Northwest Senior Resources, Inc. DBA Area Agency on Aging
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Area Agency on Aging of Northwest Michigan 403(b) Plan

403(b) retirement plan · Northwest Senior Resources, Inc. DBA Area Agency on Aging's Area Agency on Aging of Northwest Michigan 403(b) Plan held $2.4M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Kandi Lannen signed Northwest Senior Resources, Inc. DBA Area Agency on Aging's 2024 Form 5500 as plan administrator.

Kandi Lannen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Northwest Senior Resources, Inc. DBA Area Agency on Aging's EIN is 38-2056710.

EIN 38-2056710

Plan number 001

Plan year 2024

ACK ID 20250710160110NAL0005696337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northwest Senior Resources, Inc. DBA Area Agency on Aging from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northwest Senior Resources, Inc. DBA Area Agency on Aging's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWEST SENIOR RESOURCES, INC. DBA AREA AGENCY ON AGING.

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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