How big is Northeast Retirement Services LLC's plan?

Northeast Retirement Services LLC's plan covered 85 participants for 2024.

Original filing (PDF)20250725082005NAL0005572241001

Northeast Retirement Services LLC

Name: Northeast Retirement Services LLC — Sbera 401(k), Form 5500 (2024)
Creator: Northeast Retirement Services LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sbera 401(k) Plan AS Adopted by Northeast Retirement Services LLC

401(k) retirement plan · Northeast Retirement Services LLC's Sbera 401(k) Plan AS Adopted by Northeast Retirement Services LLC covered 85 participants in 2024.

Active participants

Accounts w/ balance

114

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Thomas Forese, Jr. signed Northeast Retirement Services LLC's 2024 Form 5500 as plan administrator.

Thomas Forese, Jr. — 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

Northeast Retirement Services LLC's EIN is 81-5140646.

EIN 81-5140646

Plan number 001

Plan year 2024

ACK ID 20250725082005NAL0005572241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northeast Retirement Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northeast Retirement Services 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 NORTHEAST RETIREMENT SERVICES LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (86th percentile).

Plan sponsor

Name

NORTHEAST RETIREMENT SERVICES LLC

EIN

all filings

Address

12 GILL STREET · WOBURN, MA · 018011765

Phone

(781) 938-9595

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $25.4M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.