Original filing (PDF)20250530151217NAL0005319859001

NORTHBRIDGE FINANCIAL GROUP LLC

Name: NORTHBRIDGE FINANCIAL GROUP LLC — NORTHBRIDGE FINANCIAL GROUP 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NORTHBRIDGE FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

NORTHBRIDGE FINANCIAL GROUP 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NORTHBRIDGE FINANCIAL GROUP LLC

EIN

47-2093925all filings

Address

4300 W CYPRESS ST · STE 370 · TAMPA, FL · 33607

Phone

(813) 877-8000

Industry