Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Northstar Fiduciary Partners
Northstar Fiduciary Partners
- Service provider, as named on Schedule C
- EIN 300132728
- Plan year 2024
- Direct compensation reported $40,892
Assets of those plans
$157,877,984
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$40,892
70% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 8 |
| 27 | Investment advisory (plan) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Gerken Retirement Savings Plan | Gerken Materials | $31,015,980 | 383 | not reported |
| Fidelity Deposit & Discount Bank Profit Sharing Plan | Fidelity Deposit & Discount Bank | $27,935,696 | 343 | $10,354 |
| Beauty Educators 401(k) Plan | EEG | $24,353,664 | 1,154 | $11,468 |
| Oakland-macomb Obstetrics & Gynecology, PC 401(k) Profit Sharing Plan | Oakland-macomb Obstetrics & Gynecology | $15,607,824 | 195 | $0 |
| Black Pearl Educational Services, LLC 401(k) Plan | Black Pearl Educational Services | $14,335,277 | 161 | $5,437 |
| Department of Commerce Federal Credit Union 401(k) Plan | Department of Commerce Federal Credit Union | $12,985,623 | 106 | $6,179 |
| Measurabl, Inc. 401(k) Plan | Measurabl | $12,622,568 | 221 | $5,948 |
| C Squared Systems, L.L.C. 401(k) Plan | C Squared Systems | $10,975,549 | 205 | $1,435 |
| Lorenzo Food Group Inc 401(k) Profit Sharing Plan & Trust | Lorenzo Food Group | $5,908,832 | 131 | $0 |
| The Most Worshipful Grand Lodge F & AM of Florida Employee Plan and Trust | Most Worshipful Grand Lodge of F & AM of Florida | $2,136,971 | 80 | $71 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.