How big is Neuenschwander Asset Management, LLC's plan?

Neuenschwander Asset Management, LLC's plan reported $1.2M in assets and 2 participants for 2025.

Original filing (PDF)20260511144817NAL0012131602001

Neuenschwander Asset Management, LLC

Name: Neuenschwander Asset Management, LLC — Neuenschwande, Form 5500 (2025)
Creator: Neuenschwander Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neuenschwander Asset Management, LLC 401(k)/PS Plan

401(k) retirement plan · Neuenschwander Asset Management, LLC's Neuenschwander Asset Management, LLC 401(k)/PS Plan held $1.2M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jim Murphy signed Neuenschwander Asset Management, LLC's 2025 Form 5500 as plan administrator.

Jim Murphy — 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

Neuenschwander Asset Management, LLC's EIN is 20-1983803.

EIN 20-1983803

Plan number 001

Plan year 2025

ACK ID 20260511144817NAL0012131602001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Neuenschwander Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Neuenschwander Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEUENSCHWANDER ASSET MANAGEMENT, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score