How big is Norton Retirement Services, Inc.'s plan?

Norton Retirement Services, Inc.'s plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260115184028NAL0023652114001

Norton Retirement Services, Inc.

Name: Norton Retirement Services, Inc. — Norton Retirement, Form 5500 (2025)
Creator: Norton Retirement Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Norton Retirement Services, Inc. 401(k) Plan

401(k) retirement plan · Norton Retirement Services, Inc.'s Norton Retirement Services, Inc. 401(k) Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kristie James signed Norton Retirement Services, Inc.'s 2025 Form 5500 as plan administrator.

Kristie James — 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

Norton Retirement Services, Inc.'s EIN is 86-1009405.

EIN 86-1009405

Plan number 001

Plan year 2025

ACK ID 20260115184028NAL0023652114001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Norton Retirement Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Norton Retirement Services, Inc.'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 NORTON RETIREMENT SERVICES, INC..

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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