How big is Northstar Advisory Group, LLC's plan?

Northstar Advisory Group, LLC's plan reported $810K in assets and 7 participants for 2024.

Original filing (PDF)20251007110406NAL0008000672001

Northstar Advisory Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Northstar Advisory Group 401(k) Retirement Plan

401(k) retirement plan · Northstar Advisory Group, LLC's Northstar Advisory Group 401(k) Retirement Plan held $810K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$810K

Net assets (EOY)

$810K

Plan identifiers

Northstar Advisory Group, LLC's EIN is 84-3526883.

EIN 84-3526883

Plan number 001

Plan year 2024

ACK ID 20251007110406NAL0008000672001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Northstar Advisory Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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 (86th percentile).

Plan sponsor

Name

NORTHSTAR ADVISORY GROUP, LLC

EIN

all filings

Address

4 WINDY HOLLOW ROAD · NEW HOPE, PA · 18938

Phone

(833) 226-0400

Industry

Finance & Insurance

Plan administrator