Original filing (PDF)20251120101654NAL0002831299001

NORTHERN FINANCIAL ADVISORS, INC.

Name: NORTHERN FINANCIAL ADVISORS, INC. — NORTHERN FINANCIAL ADVISORS CASH BALANCE PLAN, Form 5500 (2024)
Creator: NORTHERN FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

NORTHERN FINANCIAL ADVISORS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

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

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-10

Filed

2025-11-20

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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