Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOOL NORTH, INC.
EIN 81-0877376machineryLatest filing 2025
Plans
2
Retirement
2
$13.7M assets
Welfare
0
Participants
81
2475 NORTH AERO PARK COURT - TRAVERSE CITY, MI 49686231-941-1150toolnorth.comLinkedIn11-50 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.7M assets / 81 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#002
TOOL NORTH, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.3M
Participants37
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TOOL NORTH, INC. 401(K) PLAN & TRUST
401k
Assets$2.4M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOOL NORTH, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.3M | 37 | 2025 | |
| 001 | TOOL NORTH, INC. 401(K) PLAN & TRUST | 401k | $2.4M | 44 | 2025 |
Retirement plans