How big is Norland Financial, LLC's plan?

Norland Financial, LLC's plan reported $525K in assets and 2 participants for 2024.

Original filing (PDF)20250625120041NAL0007783057001

Norland Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Norland Financial, LLC 401(k) Plan

401(k) retirement plan · Norland Financial, LLC's Norland Financial, LLC 401(k) Plan held $525K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$525K

Net assets (EOY)

$525K

People on this filing

Matthew Norland signed Norland Financial, LLC's 2024 Form 5500 as plan administrator.

Matthew Norland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Norland Financial, LLC's EIN is 45-5391700.

EIN 45-5391700

Plan number 001

Plan year 2024

ACK ID 20250625120041NAL0007783057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Norland Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORLAND FINANCIAL, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

NORLAND FINANCIAL, LLC

EIN

all filings

Address

503 LONG STREET · MANKATO, MN · 56001

Phone

(507) 388-6262

Industry

Finance & Insurance

Plan administrator