How big is Northbank Partners, LLC's plan?

Northbank Partners, LLC's plan reported $461K in assets and 3 participants for 2024.

Original filing (PDF)20250618124441NAL0003442592001

Northbank Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Northbank Partners, LLC 401(k) Plan

401(k) retirement plan · Northbank Partners, LLC's Northbank Partners, LLC 401(k) Plan held $461K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

Robert Wheatley, AIF signed Northbank Partners, LLC's 2024 Form 5500 as plan administrator.

Robert Wheatley, AIF — 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

Northbank Partners, LLC's EIN is 83-1780831.

EIN 83-1780831

Plan number 001

Plan year 2024

ACK ID 20250618124441NAL0003442592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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