Sponsor portfolio
NORTH STAR ADVISORY GROUP, LLC
EIN 46-2178223financial servicesLatest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
Participants
7
2000 AUBURN DR., #415 - BEACHWOOD, OH 44122216-202-0202nsag.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NORTH STAR ADVISORY GROUP, LLC 401K PLAN
401k
Assets$3.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NORTH STAR ADVISORY GROUP SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH STAR ADVISORY GROUP, LLC 401K PLAN | 401k | $3.3M | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NORTH STAR ADVISORY GROUP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans