How big is North Star Strategic Wealth Partners' plan?

North Star Strategic Wealth Partners' plan reported $49K in assets and 2 participants for 2022.

Original filing (PDF)20231012121449NAL0041756608001

North Star Strategic Wealth Partners

Name: North Star Strategic Wealth Partners — North Star, Form 5500 (2022)
Creator: North Star Strategic Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Star Strategic Wealth Partners 401(k) Profit Sharing Plan

401(k) retirement plan · North Star Strategic Wealth Partners' North Star Strategic Wealth Partners 401(k) Profit Sharing Plan held $49K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

CREY Keitzer signed North Star Strategic Wealth Partners' 2022 Form 5500 as plan administrator.

CREY Keitzer — 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 Strategic Wealth Partners' EIN is 81-3743933.

EIN 81-3743933

Plan number 001

Plan year 2022

ACK ID 20231012121449NAL0041756608001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for North Star Strategic Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

North Star Strategic Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 STAR STRATEGIC WEALTH PARTNERS.

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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 (96th percentile).

Plan sponsor

Name

NORTH STAR STRATEGIC WEALTH PARTNERS

EIN

all filings

Address

3000 MCKNIGHT EAST DRIVE · PITTSBURGH, PA · 15237

Phone

(412) 732-6121

Industry

Finance & Insurance

Plan administrator