Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTHERN FINANCIAL ADVISORS, INC.
EIN 38-3648208financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
20
74 E LONG LAKE RD., SUITE 200 - BLOOMFIELD HILLS, MI 48304248-985-1632nfa1040.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTHERN FINANCIAL ADVISORS, INC. 401(K) SAFE HARBOR PLAN
401k
Assets$4.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORTHERN FINANCIAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$134K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTHERN FINANCIAL ADVISORS, INC. 401(K) SAFE HARBOR PLAN | 401k | $4.2M | 14 | 2024 | |
| 002 | NORTHERN FINANCIAL ADVISORS CASH BALANCE PLAN | CashBalance | $134K | 6 | 2024 |
Retirement plans