How big is Northbridge Financial Group LLC's plan?

Northbridge Financial Group LLC's plan reported $230K in assets and 5 participants for 2024.

Original filing (PDF)20250530151217NAL0005319859001

Northbridge Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Northbridge Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Northbridge Financial Group LLC's Northbridge Financial Group 401(k) Profit Sharing Plan held $230K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Ivonne Orecchio signed Northbridge Financial Group LLC's 2024 Form 5500 as plan administrator.

Ivonne Orecchio — 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

Northbridge Financial Group LLC's EIN is 47-2093925.

EIN 47-2093925

Plan number 001

Plan year 2024

ACK ID 20250530151217NAL0005319859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHBRIDGE FINANCIAL GROUP 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

NORTHBRIDGE FINANCIAL GROUP LLC

EIN

all filings

Address

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

Phone

(813) 877-8000

Industry

Finance & Insurance

Plan administrator