How big is Northampton Financial Services, LLC's plan?

Northampton Financial Services, LLC's plan reported $102K in assets and 2 participants for 2024.

Original filing (PDF)20250729110513NAL0004496928001

Northampton Financial Services, LLC

Name: Northampton Financial Services, LLC — Northampton, Form 5500 (2024)
Creator: Northampton Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northampton Financial Services, LLC 401(k) Plan

401(k) retirement plan · Northampton Financial Services, LLC's Northampton Financial Services, LLC 401(k) Plan held $102K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Jim Mahoney signed Northampton Financial Services, LLC's 2024 Form 5500 as plan administrator.

Jim Mahoney — 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

Northampton Financial Services, LLC's EIN is 88-1255851.

EIN 88-1255851

Plan number 001

Plan year 2024

ACK ID 20250729110513NAL0004496928001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northampton Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northampton Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHAMPTON FINANCIAL 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