How big is North Branch Tech Services LLC's plan?

North Branch Tech Services LLC's plan reported $34K in assets and 3 participants for 2025.

Original filing (PDF)20260511090455NAL0007215632001

North Branch Tech Services LLC

Name: North Branch Tech Services LLC — North Branch Tech, Form 5500 (2025)
Creator: North Branch Tech Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Branch Tech Services LLC 401(k) Plan

401(k) retirement plan · North Branch Tech Services LLC's North Branch Tech Services LLC 401(k) Plan held $34K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Jennifer Gerfen signed North Branch Tech Services LLC's 2025 Form 5500 as plan administrator.

Jennifer Gerfen — 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

North Branch Tech Services LLC's EIN is 87-2904358.

EIN 87-2904358

Plan number 001

Plan year 2025

ACK ID 20260511090455NAL0007215632001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for North Branch Tech Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

North Branch Tech Services 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 NORTH BRANCH TECH SERVICES 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