How big is Newoak Capital LLC's plan?

Newoak Capital LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20250813085927NAL0008666673001

Newoak Capital LLC

Name: Newoak Capital LLC — Newoak Capital Retirement, Form 5500 (2024)
Creator: Newoak Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newoak Capital Retirement Savings Plan

401(k) retirement plan · Newoak Capital LLC's Newoak Capital Retirement Savings Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

RON D'VARI signed Newoak Capital LLC's 2024 Form 5500 as plan administrator.

RON D'VARI — 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

Newoak Capital LLC's EIN is 27-0632677.

EIN 27-0632677

Plan number 001

Plan year 2024

ACK ID 20250813085927NAL0008666673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Newoak Capital LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWOAK CAPITAL 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 (99th percentile).

Plan sponsor

Name

NEWOAK CAPITAL LLC

EIN

all filings

Address

575 FIFTH AVENUE · 15TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 209-0855

Industry

Finance & Insurance

Plan administrator