Retirement plan

NORTHSTAR CHEMICAL RETIREMENT PLAN

Name: NORTHSTAR CHEMICAL, INC. - NORTHSTAR CHEMICAL RETIREMENT PLAN (2025) Form 5500
Creator: NORTHSTAR CHEMICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHSTAR CHEMICAL RETIREMENT PLAN, NORTHSTAR CHEMICAL, INC.

NORTHSTAR CHEMICAL, INC.EIN 93-1209247Plan #002PY 2025

14200 SW TUALATIN-SHERWOOD RD - SHERWOOD, OR 97140503-625-3770LinkedIn11-50 employeesentertainment

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$30.6M

+16.2% from 2024

Total participants

137

+6.2% from 2024

Average account balance

$226,975

+8.5% from 2024

Annual return

13.79%

+3.97 pp from 2024

Benchmarks

See 1,097 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort1,097 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$30.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$227K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

135

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.85M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$777

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
EPIC RETIREMENT PLAN SERVICES1 year Filed as: FOSTER & WOOD RETIREMENT PLAN ADV Service code 26 · EIN 46-0867108 5 CENTERPOINTE DR SUITE 400 · LAKE OSWEGO, OR 97035	Advisory (Participants)	$66,177
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 13 · EIN 61-1579239 205 N CONCEPTION ST · MOBILE, AL 36603	Contract Administrator	$30,934
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 14 · EIN 85-0833363 535 KEISLER DRIVE STE 102 · CARY, NC 27518	Plan Administrator	$7,725

Plan features & details

Pension benefit codes2E2J3D2F2G2T2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$105K

$998 / participant

Contract admin$72K69.0%
Other / not subdivided$32K31.0%

% of EOY assets

0.342%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SCOTT MILLER CPA & ASSOCIATES PC
Auditor EIN: 873523115
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$226,975

$96,484+135.2%

$156,263+45.3%

$74,304+205.5%

Participation rate

98.1%

67.7%+30.4pp

78.9%+19.2pp

60.3%+37.7pp

Annual return

13.79%

17.73%-3.9pp

59.47%-45.7pp

29.43%-15.6pp

Employer contribution / active EE

$10,583

$2,528+318.6%

$4,333+144.2%

$2,241+372.2%

Participant deferral / active EE

$7,073

$4,286+65.0%

$6,158+14.9%

$3,767+87.8%

Admin fee / account holder

$777

$3,728-79.2%

$14,255-94.6%

$2,969-73.8%

Provider

Service type

Compensation

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: FOSTER & WOOD RETIREMENT PLAN ADV

Service code 26 · EIN 46-0867108

5 CENTERPOINTE DR SUITE 400 · LAKE OSWEGO, OR 97035

Advisory (Participants)

$66,177

EMPLOYEE FIDUCIARY, LLC1 year

Filed as: EMPLOYEE FIDUCIARY

Service code 13 · EIN 61-1579239

205 N CONCEPTION ST · MOBILE, AL 36603

Contract Administrator

$30,934

DEFINITI LLC1 year

Filed as: DEFINITI, LLC

Service code 14 · EIN 85-0833363

535 KEISLER DRIVE STE 102 · CARY, NC 27518

Plan Administrator

$7,725

NORTHSTAR CHEMICAL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHSTAR CHEMICAL RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion