# Northline Wealth Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/northline-wealth-management-llc-401k-plan

> Northline Wealth Management, LLC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northline Wealth Management, LLC

- **Sponsor EIN:** 264777817

- **Sponsor Address:** 15 SW COLORADO AVE, BEND, OR, 977021229

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

- **Total Participants:** 6

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|6|$1.2M|$25,717|$119,271|

| 2023|6|$983,460|$24,897|$118,283|

| 2022|7|$886,949|$24,607|$112,900|

## Similar Plans

- [Somerset Holdings Group, LLC](https://planprovider.pro/companies/somerset-holdings-group-llc-plan-003) — 7 participants

- [Cross Financial Mangement,LLC](https://planprovider.pro/companies/cross-financial-mangement-llc-plan) — 5 participants

- [M25 Advisors, LLC](https://planprovider.pro/companies/m25-advisors-llc-401k-plan) — 5 participants

- [Ascent Capital Management LLC](https://planprovider.pro/companies/ascent-capital-management-llc-401k-plan) — 5 participants

- [Trafalgar Capital Management, INC.](https://planprovider.pro/companies/trafalgar-capital-management-inc-401k-plan) — 3 participants

- [Tyler S. Hilligoss, LLC](https://planprovider.pro/companies/tyler-s-hilligoss-llc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northline-wealth-management-llc-401k-plan)

© 2026 PlanProvider.Pro