# Northend Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/northend-associates-llc-401k-plan

> Northend Associates LLC's 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northend Associates LLC

- **Sponsor EIN:** 873598906

- **Sponsor Address:** 6120 SOUTH YALE AVE, TULSA, OK, 74136

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

- **Total Participants:** 10

- **Total Assets:** $30.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|10|$30.6M|$23,558|$51,488|

| 2023|7|$26.8M|$14,668|$57,100|

| 2022|63|$27.7M|$116,713|$347,304|

## 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|

| CONKLIN GILPIN WERTZ, PLLC|Auditor|—|—|$0|

## 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|$44,734|—|$34,688|—|—|

| 2023|$3,219,831|—|$43,858|—|—|

| 2022|$77,908|—|—|—|$73,203|

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