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  2. NORTH STAR HOLDING COMPANY, LLC
Sponsor portfolio

NORTH STAR HOLDING COMPANY, LLC

EIN 26-1264506-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
10
2645 NORMANDY RD. - CHARLOTTE, NC 282091722704-521-5240LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$2.6M - 5 part#001ProfitSharing-$106K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PLAN AND TRUST (#002)96%
  • PLAN AND TRUST (#001)4%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)5
  • PLAN AND TRUST (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NORTH STAR HOLDING COMPANY, LLC CASH BALANCE PLAN AND TRUST

CashBalance

Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NORTH STAR HOLDING COMPANY, LLC PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$106K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NORTH STAR HOLDING COMPANY, LLC CASH BALANCE PLAN AND TRUSTCashBalance$2.6M52025
001NORTH STAR HOLDING COMPANY, LLC PROFIT SHARING PLAN AND TRUSTProfitSharing$106K52025
Retirement plans
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