Back to filter
Original filing (PDF)20250123133729NAL0010394016001
NORTHBORNE PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
NORTHBORNE PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
27
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHBORNE PARTNERS LLC.
Plan sponsor
Name
NORTHBORNE PARTNERS LLC
EIN
86-1495901
Address
212 THIRD AVENUE N · SUITE 500 · MINNEAPOLIS, MN · 55401
Phone
(612) 670-4372
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
STEFFES FINANCIAL, LTD.
STEFFES FINANCIAL, LTD. PROFIT SHARING 401(K) PLAN
$6.2M · 6 participants
JFC ADVISOR NETWORK, INC.
JFC ADVISOR NETWORK, INC. 401(K) PLAN
$6.2M · 25 participants
ARGONAUT SECURITIES COMPANY
ARGONAUT SECURITIES COMPANY DEFINED BENEFIT PENSION PLAN
$6.1M · 8 participants
NELSON SECURITIES, INC.
NELSON SECURITIES, INC. 401(K) PLAN
$6.1M · 14 participants
SMITH SALLEY & ASSOCIATES LLC
SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN AND TRUST
$6.1M · 17 participants
AURELIUS CAPITAL MANAGEMENT, LP
AURELIUS CAPITAL MANAGEMENT, LP 401(K) PLAN
$6.2M · 12 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B