Northgate's EIN is 38-2503040.
Download the official 2024 Form 5500 (PDF) for Northgate from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northgate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $31K | — |
| PENSION PLAN SERVICES, INC. - MI | 38-2154774 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Self-directed brokerage account | Self-Directed Brokerage | — | — | $1.1M | 16.1% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $941K | 13.5% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $774K | 11.1% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $751K | 10.8% | |
| Stable value fund * Transamerica Life Insurance Company Transamerica Stable Value Core Option | Stable Value | — | — | $732K | 10.5% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $511K | 7.3% | |
| JPMORGAN EQT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 880 | Pooled Separate Account | — | — | $442K | 6.3% | |
| FIDELITY ADVISOR GROWTH OPPORTUNITI TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 202 | Pooled Separate Account | — | — | $360K | 5.2% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $156K | 2.2% | |
| FIDELITY ADVISOR TOTAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 204 | Pooled Separate Account | — | — | $145K | 2.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $102K | 1.5% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $94K | 1.3% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $93K | 1.3% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $82K | 1.2% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $80K | 1.1% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $50K | 0.7% | |
| Transamerica Life Insurance Company BlackRock Hi Yld Bd | Common Stocks | — | — | $47K | 0.7% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $47K | 0.7% | |
| ALLSPRING SPECIAL SM CAP VAL RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 945 | Pooled Separate Account | — | — | $45K | 0.6% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $44K | 0.6% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $44K | 0.6% | |
| BLACKROCK HEALTH SCNCS OPPS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 860 | Pooled Separate Account | — | — | $31K | 0.4% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $30K | 0.4% | |
| CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $29K | 0.4% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $20K | 0.3% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $16K | 0.2% | |
| WESTERN ASSET CORE PLUS BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 915 | Pooled Separate Account | — | — | $16K | 0.2% | |
| HARTFORD SCHRODERS INTRNTL MLTCP VA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 111 | Pooled Separate Account | — | — | $14K | 0.2% | |
| HARTFORD INTRNTL OPPS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 946 | Pooled Separate Account | — | — | $11K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VIRTUS CEREDEX MD-CAP VAL EQT RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 942 | Pooled Separate Account | — | — | $447 | <0.1% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0987232 |
| — |
| INVESTMENT ADVISORY - PLA |
| $22K |
| — |
