Assets by plan
Share of aggregate retirement assets
96%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORTH STAR HOLDING COMPANY, LLC CASH BALANCE PLAN AND TRUST | CashBalance | $2.6M | 5 | 2025 | |
| 001 | NORTH STAR HOLDING COMPANY, LLC PROFIT SHARING PLAN AND TRUST | ProfitSharing | $106K | 5 | 2025 |