How big is North Haven Financial LLC's plan?

North Haven Financial LLC's plan reported $5K in assets and 2 participants for 2023.

Original filing (PDF)20240521220146NAL0005474064077

North Haven Financial LLC

Name: North Haven Financial LLC — North Haven Financial, Form 5500 (2023)
Creator: North Haven Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Haven Financial 401(k) Plan

401(k) retirement plan · North Haven Financial LLC's North Haven Financial 401(k) Plan held $5K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

QIAN LIU signed North Haven Financial LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — 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 Haven Financial LLC's EIN is 81-0838353.

EIN 81-0838353

Plan number 001

Plan year 2023

ACK ID 20240521220146NAL0005474064077

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for North Haven Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

North Haven Financial 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 NORTH HAVEN 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