# North Star Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-star-consultants-inc-401k-plan

> North Star Consultants, INC.'s 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Star Consultants, INC.

- **Sponsor EIN:** 410948436

- **Sponsor Address:** 2701 UNIVERSITY AVE SE, MINNEAPOLIS, MN, 554143238

- **Plan Type:** 401(k)

- **Total Participants:** 195

- **Total Assets:** $27.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|195|$27.4M|$520,215|$1.6M|

| 2023|183|$23.2M|$501,553|$1.5M|

| 2022|181|$17.8M|$437,075|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$13,556|—|$13,556|—|—|

| 2023|$12,584|—|$12,584|—|—|

| 2022|$14,211|—|$14,211|—|—|

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