How big is 44 North Financial Partners, LLC's plan?

44 North Financial Partners, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250616074621NAL0000356579001

44 North Financial Partners, LLC

Name: 44 North Financial Partners, LLC — 44 North Financia, Form 5500 (2024)
Creator: 44 North Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

44 North Financial Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · 44 North Financial Partners, LLC's 44 North Financial Partners, LLC 401(k) Profit Sharing Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

44 North Financial Partners, LLC's EIN is 45-5128185.

EIN 45-5128185

Plan number 001

Plan year 2024

ACK ID 20250616074621NAL0000356579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 44 North Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

44 North Financial Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 44 NORTH FINANCIAL PARTNERS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score