Original filing (PDF)20251010073327NAL0007331361001

NORTHLAND LUTHERAN RETIREMENT

Name: NORTHLAND LUTHERAN RETIREMENT — NORTHLAND LUTHERAN RETIREMENT COMMUNITY 403(B) PLAN, Form 5500 (2024)
Creator: NORTHLAND LUTHERAN RETIREMENT

Form 5500-SF

FILING_RECEIVED

NORTHLAND LUTHERAN RETIREMENT COMMUNITY 403(B) PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

137

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHLAND LUTHERAN RETIREMENT.

Plan sponsor

Name

NORTHLAND LUTHERAN RETIREMENT

EIN

39-1637677

Address

831 PINE BEACH ROAD · MARINETTE, WI · 54143

Phone

(715) 732-0155

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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