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Original filing (PDF)20251014180226NAL0001747891001
NORTHLAND CONTROL SYSTEMS, INC.
Form 5500
FILING_RECEIVED
NORTHLAND CONTROL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
233
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHLAND CONTROL SYSTEMS, INC..
Plan sponsor
Name
NORTHLAND CONTROL SYSTEMS, INC.
EIN
94-3286369
Address
1533 CALIFORNIA CIRCLE · MILPITAS, CA · 95035
Phone
(510) 403-7640
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $7K | — |
Investments
23 direct securities· $14.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund - Premier Class Mutual Fund | — | — | — | $2.9M | 19.5% | |
| Fidelity Freedom Index 2045 Fund - Premier Class Mutual Fund | — | — | — | $2.8M | 18.6% | |
| Fidelity Freedom Index 2055 Fund - Premier Class Mutual Fund | — | — | — | $1.7M | 11.3% | |
| Fidelity Freedom Index 2035 Fund - Premier Class Mutual Fund | — | — | — | $1.5M | 9.8% | |
| Fidelity Freedom Index 2050 Fund - Premier Class Mutual Fund | — | — | — | $846K | 5.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $649K | 4.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $643K | 4.3% | |
| Fidelity Freedom Index 2030 Fund - Premier Class Mutual Fund | — | — | — | $629K | 4.2% | |
| Fidelity Freedom Index 2060 Fund - Premier Class Mutual Fund | — | — | — | $572K | 3.9% | |
| Fidelity Mid Cap Growth Index Fund Mutual Fund | — | — | — | $507K | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $342K | 2.3% | |
| PIMCO Total Return Fund Institutional Class Mutual Fund | — | — | — | $313K | 2.1% | |
| Fidelity Freedom Index 2065 Fund - Premier Class Mutual Fund | — | — | — | $218K | 1.5% | |
| Fidelity Freedom Index 2025 Fund - Premier Class Mutual Fund | — | — | — | $216K | 1.5% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $177K | 1.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $143K | 1.0% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $116K | 0.8% | |
| Fidelity Freedom Index 2020 Fund - Premier Class Mutual Fund | — | — | — | $103K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $102K | 0.7% | |
| Fidelity Government Money Market Fund - Class K6 Money Market Fund | — | — | — | $69K | 0.5% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $28K | 0.2% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $22K | 0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $8K | <0.1% |
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