Original filing (PDF)20250515090500NAL0014666995001

NORTHERN FINANCIAL ADVISORS, INC.

Name: NORTHERN FINANCIAL ADVISORS, INC. — NORTHERN FINANCIAL ADVISORS, INC. 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: NORTHERN FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

NORTHERN FINANCIAL ADVISORS, INC. 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 NORTHERN FINANCIAL ADVISORS, INC..

Plan sponsor

Name

NORTHERN FINANCIAL ADVISORS, INC.

EIN

38-3648208

Address

74 E LONG LAKE RD. · SUITE 200 · BLOOMFIELD HILLS, MI · 48304

Phone

(248) 985-1632

Industry

Professional & Technical Servicessee 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

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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