North Star Consultants, Inc.'s EIN is 41-0948436.
Download the official 2024 Form 5500 (PDF) for North Star Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)North Star Consultants, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $26.8M | 97.7% | |
| Minnesota Life JP Morgan Large Cap Growth | Other securities | — | — | $3.9M | 14.1% | |
| Minnesota Life DFA US Large Cap Value Portfolio | Mutual Funds | — | — | $3.1M | 11.4% | |
| Minnesota Life Advantus S&P 500 Index | Common Collective Trusts | — | — | $3.1M | 11.3% | |
| Minnesota Life Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.2M | 8.2% | |
| Minnesota Life MFS Growth R3 | Mutual Funds | — | — | $1.9M | 6.9% | |
| Minnesota Life Baron Growth Equity | Other securities | — | — | $1.7M | 6.0% | |
| Minnesota Life ClearBridge Intl Gr A | Other securities | — | — | $1.6M | 5.9% | |
| Minnesota Life Aston/River Road Small Cap Value | Other securities | — | — | $1.5M | 5.3% | |
| Minnesota Life Schwab Fundamental US Large Co Index | Mutual Funds | — | — | $1.1M | 4.0% | |
| Minnesota Life T. Rowe Price Small Cap Stock | Other securities | — | — | $986K | 3.6% | |
| Minnesota Life Vanguard Extended Market Index | Mutual Funds | — | — | $883K | 3.2% | |
| Minnesota Life Fidelity Adv Total Bond | Mutual Funds | — | — | $866K | 3.2% | |
| Minnesota Life Amer Funds Cap World Bond, R6 | Other securities | — | — | $737K | 2.7% | |
| Minnesota Life Vanguard LifeStrategy Conservative Growth 151 * Minnesota Life MFS Mid Cap Value | Mutual Funds | — | — | $592K | 2.2% | |
| Minnesota Life Fidelity Emerging Markets Idx | Common Collective Trusts | — | — | $564K | 2.1% | |
| Minnesota Life Advantus Money Market | Cash / Money Market | — | — | $531K | 1.9% | |
| Minnesota Life Cohen & Steers RE Securities | Other securities | — | — | $492K | 1.8% | |
| Minnesota Life Vanguard Wellesley Income Admin | Mutual Funds | — | — | $457K | 1.7% | |
| Similar Party Description of Investment Cost** Value * Minnesota Life General Account | Other securities | — | — | $373K | 1.4% | |
| Minnesota Life BNY Mellon Natural Resources Fund | Other securities | — | — | $337K | 1.2% | |
| Participants Participant Loans 1.67 - 9.50% Interest - | Bonds / Notes | — | — | $251K | 0.9% | |
| Minnesota Life Fidelity Global US Index DFE 900 | Mutual Funds | — | — | $157K | 0.6% | |
| Minnesota Life Vanguard LifeStrategy Moderate Growth | Mutual Funds | — | — | $151K | 0.5% | |
| Minnesota Life Vanguard LifeStrategy Growth | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
