How big is Neuenschwander Asset Management's plan?

Neuenschwander Asset Management's plan reported $90K in assets and 2 participants for 2024.

Original filing (PDF)20250626102403NAL0020598770001

Neuenschwander Asset Management

Name: Neuenschwander Asset Management — Neuenschwander, Form 5500 (2024)
Creator: Neuenschwander Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neuenschwander Asset Management 401(k) Plan

401(k) retirement plan · Neuenschwander Asset Management's Neuenschwander Asset Management 401(k) Plan held $90K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Melissa Versnik signed Neuenschwander Asset Management's 2024 Form 5500 as plan administrator.

Melissa Versnik — 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's EIN is 20-1983803.

EIN 20-1983803

Plan number 002

Plan year 2024

ACK ID 20250626102403NAL0020598770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Neuenschwander Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Neuenschwander Asset Management'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 NEUENSCHWANDER ASSET MANAGEMENT.

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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