Northstar Insurance Services, INC. 401(K) Savings & Retirement Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Northstar Insurance Services, INC. 401(K) Savings & Retirement Plan
  • Sponsor EIN: 043254312
  • Sponsor Address: 72 RIVER PARK STREET, NEEDHAM, MA, 02494
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $13,688

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$13,688$15,752$138,121
202354$3.0M$27,888$231,001
202257$2.5M$28,330$213,340

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