Original filing (PDF)20250714142016NAL0001861488001

NORTH STAR ADVISORY GROUP, LLC

Name: NORTH STAR ADVISORY GROUP, LLC — NORTH STAR ADVISORY GROUP, LLC 401K PLAN, Form 5500 (2024)
Creator: NORTH STAR ADVISORY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

NORTH STAR ADVISORY GROUP, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 NORTH STAR ADVISORY GROUP, LLC.

Plan sponsor

Name

NORTH STAR ADVISORY GROUP, LLC

EIN

46-2178223

Address

2000 AUBURN DR. · #415 · BEACHWOOD, OH · 44122

Phone

(216) 202-0202

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GARRETT CONSULTING, INC.

GARRETT CONSULTING 401(K) PLAN AND TRUST

$2.5M · 5 participants

MANHATTAN WEST ENTERPRISE COMPANY, LLC

MANHATTAN WEST ENTERPRISE COMPANY, LLC RETIREMENT SAVINGS PLAN

$2.5M · 30 participants

CAPITAL WEALTH MANAGEMENT, LLC

CAPITAL WEALTH MANAGEMENT LLC 401K PROFIT SHARING PLAN & TRUST

$2.5M · 6 participants

KEVIN C. LANG, SOLE PROP.

$2.5M · 2 participants

VALUE POINT ASSOCIATES, LLC

VALUE POINT 401(K) PLAN