How big is New Perspective Asset Management's plan?

New Perspective Asset Management's plan reported $18K in assets and 11 participants for 2024.

Original filing (PDF)20251126140922NAL0002533219001

New Perspective Asset Management

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

Form 5500-SF

FILING_RECEIVED

New Perspective Asset Management SOCA Benefit Plan

Health & welfare plan · New Perspective Asset Management's New Perspective Asset Management SOCA Benefit Plan held $18K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

People on this filing

Matt Appenzeller signed New Perspective Asset Management's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

New Perspective Asset Management's EIN is 27-3333664.

EIN 27-3333664

Plan number 501

Plan year 2024

ACK ID 20251126140922NAL0002533219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New Perspective Asset Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW PERSPECTIVE ASSET MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score