Northgate 401(k) Profit Sharing Plan
Sponsored by Northgate · EIN 382503040 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 192
- With balances
- 209
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,149 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $21,533 |
| Pension Plan Services, Inc. Mi | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,007 |