How big is North Star Advisory Group's plan?

North Star Advisory Group's plan reported $291 in assets and 4 participants for 2024.

Original filing (PDF)20250729141310NAL0002908801001

North Star Advisory Group

Name: North Star Advisory Group — North Star Advisory, Form 5500 (2024)
Creator: North Star Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Star Advisory Group SOCA Benefit Plan

Health & welfare plan · North Star Advisory Group's North Star Advisory Group SOCA Benefit Plan held $291 in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$291

Net assets (EOY)

$103

People on this filing

Matt Appenzeller signed North Star Advisory Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

North Star Advisory Group's EIN is 46-2178223.

EIN 46-2178223

Plan number 501

Plan year 2024

ACK ID 20250729141310NAL0002908801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for North Star Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

North Star Advisory Group's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTH STAR ADVISORY GROUP.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score