Original filing (PDF)20250728122136NAL0003312322001

NORTHAVENUE, LLC

Name: NORTHAVENUE, LLC — RETIREMENT INCOME SECURITY PLAN-NORTHAVENUE, LLC, Form 5500 (2024)
Creator: NORTHAVENUE, LLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-NORTHAVENUE, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHAVENUE, LLC.

Plan sponsor

Name

NORTHAVENUE, LLC

EIN

83-0602695

Address

4400 N HIGH ST. · STE. 201 · COLUMBUS, OH · 43214

Phone

(614) 210-3948

Industry

Finance & Insurancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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