Original filing (PDF)20250623094528NAL0005851697001

NORTHSTAR COMPANY, LLC

Name: NORTHSTAR COMPANY, LLC — NORTHSTAR COMPANY LLC EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: NORTHSTAR COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

NORTHSTAR COMPANY LLC EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

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 NORTHSTAR COMPANY, LLC.

Plan sponsor

Name

NORTHSTAR COMPANY, LLC

EIN

41-1826636

Address

311 N. 7TH AVE · SUITE 100 · MINNEAPOLIS, MN · 55401

Phone

(612) 371-5719

Industry

Finance & Insurancesee 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

2025-06-23

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BERKSHIRE PARTNERS LLC

BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLAN

$14.0M · 122 participants

D1 CAPITAL PARTNERS LP

D1 CAPITAL PARTNERS LP 401(K) PLAN

$14.0M · 90 participants

PLAN COMPLIANCE SERVICES, INC.

ONEDIGITAL POOLED EMPLOYER PLAN

$14.0M · 1,506 participants

CARNEGIE INVESTMENT COUNSEL

CARNEGIE CAPITAL ASSET MANAGEMENT LLC RETIREMENT TRUST

$14.0M · 52 participants

SILVEROAK WEALTH MANAGEMENT, LLC

SILVEROAK WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN