Original filing (PDF)20250813085927NAL0008666673001

NEWOAK CAPITAL LLC

Name: NEWOAK CAPITAL LLC — NEWOAK CAPITAL RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: NEWOAK CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

NEWOAK CAPITAL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWOAK CAPITAL LLC.

Plan sponsor

Name

NEWOAK CAPITAL LLC

EIN

27-0632677

Address

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

Phone

(212) 209-0855

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CIENEGA CAPITAL, LLC

CIENEGA CAPITAL, LLC 401(K) PLAN

$1.1M · 40 participants

GLOBAL TRUST COMPANY

INTECH INTERNATIONAL LARGE CAP CORE FUND

$1.1M

1858 HAVEN PRIVATE WEALTH, LLC

1858 HAVEN PRIVATE WEALTH 401(K) PLAN

$1.1M · 10 participants

MDDG, LLC

MDDG, LLC 401(K) P/S PLAN

$1.1M · 9 participants

CIRKS FINANCIAL SERVICES

CIRKS FINANCIAL SERVICES 401(K) PLAN

$1.1M · 3 participants