Plan Ledger DOL Form 5500 · updated monthly

Northline Ventures, Inc.ESOP

NORTHLINE EMPLOYEE STOCK OWNERSHIP PLAN · AU SABLE FORKS, NY · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Northline Ventures, Inc. reported $375 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,505 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New York (2,984th of 5,648), and the 2,491st of 5,337 in construction.

Plan summary
Net assets, end of year$14,797,810
Participants with balances141
Active participants119
Employer contributions$298,054
Employee contributions—
Employer contribution per active participant$2,505
Average account balance$104,949
Benefits paid to participants$37,666
Plan auditUnmodified (clean) audit opinion
AuditorBST & CO. CPAS, LLP
Administrative expenses, itemized · 2024
Trustee / custodial$375
Total administrative$375
Employer contributions to the Northline Ventures, Inc. plan · 2024
Employer contribution per active participant$2,505
Median for plans this size$2,416

Northline Ventures, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$375 · 0.00%
Similar plansConstruction · New York
Pooler Enterprises, Inc. NY$15.6M · 0.36%
Tap Electric Metro Jv NY$15.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272105072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.