Kamal Sookram signed Northstar Group Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northstar Group Services, Inc.'s EIN is 95-3404051.
Download the official 2024 Form 5500 (PDF) for Northstar Group Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northstar Group Services, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $118K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $10.3M | 11.7% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $10.3M | 11.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | Other securities | — | — | $9.3M | 10.6% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.3M | 10.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | Other securities | — | — | $7.6M | 8.6% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.6M | 8.6% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | Other securities | — | — | $5.5M | 6.2% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.5M | 6.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.3M | 6.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | Other securities | — | — | $4.5M | 5.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.1% | |
| Principal Blue Chip Fund Institutional Class IS | Other securities | — | — | $4.4M | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | Other securities | — | — | $4.3M | 4.9% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.9% | |
| J.P. Morgan JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $4.1M | 4.7% | |
| J.P. Morgan JPMorgan U.S. Value Fund Class R6 | Other securities | — | — | $3.8M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | Other securities | — | — | $3.2M | 3.6% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.6% | |
| Collective Trusts Wells Fargo Bank, N.A. Galliard Stable Return Fund Class M | Common Collective Trusts | — | — | $2.8M | 3.2% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.2% | |
| Participant Individual Brokerage Accounts Charles Schwab Institutional Brokerage account investments | Self-Directed Brokerage | — | — | $2.7M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | Other securities | — | — | $2.5M | 2.9% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.9% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $2.1M | 2.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $1.9M | 2.1% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.9M | 2.1% | |
| Participants February 2030 | Other securities | — | — | $1.9M | 2.1% | |
| Fidelity Investments Fidelity Advisor Total Bond Fund - Class I | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity Investments Fidelity Advisor International Growth Fund - Class Z | Mutual Funds | — | — | $1.3M | 1.4% | |
| ClearBridge Small Cap Growth Fund Class IS | Other securities | — | — | $1.1M | 1.2% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $883K | 1.0% | |
| Invesco Oppenheimer Gold & Spec Mnrl Y | Mutual Funds | — | — | $784K | 0.9% | |
| MFS Investment Managemen MFS Mid Cap Value Fund Class R4 | Mutual Funds | — | — | $687K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | Other securities | — | — | $640K | 0.7% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $640K | 0.7% | |
| MFS Investment Managemen MFS Moderate Allocation Fund Class R4 | Mutual Funds | — | — | $630K | 0.7% | |
| MFS Investment Managemen MFS Growth Allocation Fund Class R4 | Mutual Funds | — | — | $605K | 0.7% | |
| J.P. Morgan JPMorgan Small Cap Value Fund Class R6 | Other securities | — | — | $566K | 0.6% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $454K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | Other securities | — | — | $441K | 0.5% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $441K | 0.5% | |
| MFS Investment Managemen MFS Conservative Allocation Fund Class R4 | Mutual Funds | — | — | $372K | 0.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $352K | 0.4% | |
| Cullen Emerging Markets High Dividend I | Other securities | — | — | $332K | 0.4% | |
| BlackRock High Yield Bond Portfolio Class K | Mutual Funds | — | — | $272K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund Advisor Class | Other securities | — | — | $211K | 0.2% | |
| Principal Real Estate Securities Fund Institutional Class | Other securities | — | — | $206K | 0.2% | |
| Invesco Oppenheimer Intl Sml-Mid Com Y | Mutual Funds | — | — | $204K | 0.2% | |
| MFS Investment Managemen MFS Aggressive Growth Allocation Fund Class R4 | Mutual Funds | — | — | $185K | 0.2% | |
| J.P. Morgan JPMorgan U.S. Small Company Fund Class R6 | Common Stocks | — | — | $184K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
