How big is Newman & Lickstein's plan?

Newman & Lickstein's plan reported $2.7M in assets and 15 participants for 2024.

Original filing (PDF)20250721192224NAL0004015058001

Newman & Lickstein

Name: Newman & Lickstein — Newman & Lickstein 401(k), Form 5500 (2024)
Creator: Newman & Lickstein
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newman & Lickstein 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Newman & Lickstein's Newman & Lickstein 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Jonathan Runge signed Newman & Lickstein's 2024 Form 5500 as plan administrator.

Jonathan Runge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newman & Lickstein's EIN is 16-1255342.

EIN 16-1255342

Plan number 001

Plan year 2024

ACK ID 20250721192224NAL0004015058001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newman & Lickstein from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newman & Lickstein's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWMAN & LICKSTEIN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

NEWMAN & LICKSTEIN

EIN

all filings

Address

109 S WARREN STREET STE 404 · SYRACUSE, NY · 13202

Phone

(315) 422-1172

Industry

Law Offices· Professional & Technical Services

Plan administrator