· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTHERN LAKES CAPITAL, LP — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425064143NAL0008630657001
NORTHERN LAKES CAPITAL, LP
Form 5500-SF
FILING_RECEIVED
NORTHERN LAKES CAPITAL, LP
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTHERN LAKES CAPITAL, LP
.
Find decision makers
Plan sponsor
Name
NORTHERN LAKES CAPITAL, LP
EIN
87-2714344
Address
150 S. 5TH STREET, SUITE 2600 · MINNEAPOLIS, MN · 55402
Phone
(612) 562-4317
Industry
Finance & Insurance
see 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
2025-04-25
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
WEALTH PARTNERS CAPITAL GROUP, LLC
WEALTH PARTNERS CAPITAL GROUP, LLC 401(K) PLAN
$6.3M · 29 participants
BANKONIT, LLC
BANKONIT RETIREMENT SAVINGS PLAN
$6.3M · 199 participants
INDABA CAPITAL MANAGEMENT, L.P.
INDABA 401(K) PLAN
$6.5M · 15 participants
ELLEVEST, INC.
FORUS 401(K)
$6.5M · 88 participants
NEW BENEFITS, LTD.
NEW BENEFITS, LTD. 401(K) PLAN
$6.2M · 78 participants
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.
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.
WHITE DEER MANAGEMENT, LLC
WHITE DEER MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN
$6.6M · 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
