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Original filing (PDF)20251201131244NAL0022632562001
NORTHWEST PASSAGE, LTD
Form 5500-SF
FILING_RECEIVED
NORTHWEST PASSAGE, LTD 403(B) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.5 moNo auditor on file
Active participants
214
Accounts w/ balance
22
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
71
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
58
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 0.5 months past the 10.5-month grace window.
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST PASSAGE, LTD.
Plan sponsor
Name
NORTHWEST PASSAGE, LTD
EIN
39-1311448
Address
203 UNITED WAY DRIVE · FREDERIC, WI · 54837
Phone
(715) 327-4402
Industry
Educational 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
2025-12-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
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)
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