How big is Northright Financial, LLC's plan?

Northright Financial, LLC's plan reported $943K in assets and 8 participants for 2024.

Original filing (PDF)20251002094941NAL0000223539001

Northright Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Northright Financial 401(k) Plan

401(k) retirement plan · Northright Financial, LLC's Northright Financial 401(k) Plan held $943K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$943K

Net assets (EOY)

$943K

Plan identifiers

Northright Financial, LLC's EIN is 82-3053628.

EIN 82-3053628

Plan number 001

Plan year 2024

ACK ID 20251002094941NAL0000223539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Northright Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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