How big is Newstone Capital Partners, LLC's plan?

Newstone Capital Partners, LLC's plan reported $5.3M in assets and 8 participants for 2025.

Original filing (PDF)20260520115128NAL0001549089001

Newstone Capital Partners, LLC

Name: Newstone Capital Partners, LLC — Newstone Capital, Form 5500 (2025)
Creator: Newstone Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newstone Capital Partners, LLC 401(k) Plan

401(k) retirement plan · Newstone Capital Partners, LLC's Newstone Capital Partners, LLC 401(k) Plan held $5.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Timothy Connor signed Newstone Capital Partners, LLC's 2025 Form 5500 as plan administrator.

Timothy Connor — 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

Newstone Capital Partners, LLC's EIN is 20-3586368.

EIN 20-3586368

Plan number 001

Plan year 2025

ACK ID 20260520115128NAL0001549089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Newstone Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Newstone Capital Partners, LLC'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 NEWSTONE CAPITAL PARTNERS, 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 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 (97th percentile).

Plan sponsor

Name

NEWSTONE CAPITAL PARTNERS, LLC

EIN

all filings

Address

3963 MAPLE AVENUE · SUITE 100 · DALLAS, TX · 75219

Phone

(214) 753-4320

Industry

Finance & Insurance

Plan administrator