How big is Newfound Research LLC's plan?

Newfound Research LLC's plan reported $708K in assets and 6 participants for 2024.

Original filing (PDF)20250714072139NAL0000536291002

Newfound Research LLC

Name: Newfound Research LLC — Newfound Research 401(k), Form 5500 (2024)
Creator: Newfound Research LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newfound Research 401(k) Retirement Plan

401(k) retirement plan · Newfound Research LLC's Newfound Research 401(k) Retirement Plan held $708K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

People on this filing

Laurie Allen signed Newfound Research LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Newfound Research LLC's EIN is 26-3296223.

EIN 26-3296223

Plan number 001

Plan year 2024

ACK ID 20250714072139NAL0000536291002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newfound Research LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newfound Research LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

NEWFOUND RESEARCH LLC

EIN

all filings

Address

200 CENTRAL AVE 4TH FLOOR · ST. PETERSBURG, FL · 33701

Phone

(617) 531-9771

Industry

Professional & Technical Services

Plan administrator