How big is Northstar Strategies, LLC's plan?

Northstar Strategies, LLC's plan reported $68K in assets and 7 participants for 2024.

Original filing (PDF)20250904082757NAL0015921137001

Northstar Strategies, LLC

Name: Northstar Strategies, LLC — NSS 401(k) Plan, Form 5500 (2024)
Creator: Northstar Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NSS 401(k) Plan

401(k) retirement plan · Northstar Strategies, LLC's NSS 401(k) Plan held $68K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

JODY Herkloz signed Northstar Strategies, LLC's 2024 Form 5500 as plan administrator.

JODY Herkloz — 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

Northstar Strategies, LLC's EIN is 81-2872045.

EIN 81-2872045

Plan number 001

Plan year 2024

ACK ID 20250904082757NAL0015921137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northstar Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northstar Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHSTAR STRATEGIES, 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