Original filing (PDF)20251013121845NAL0000592915001

NEWMAN & CO., CPAS

Name: NEWMAN & CO., CPAS — NEWMAN & CO., CPAS 401K PLAN AND TRUST, Form 5500 (2024)
Creator: NEWMAN & CO., CPAS

Form 5500-SF

FILING_RECEIVED

NEWMAN & CO., CPAS 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 NEWMAN & CO., CPAS.

Plan sponsor

Name

NEWMAN & CO., CPAS

EIN

34-1483212

Address

55 PUBLIC SQUARE · SUITE 2220 · CLEVELAND, OH · 44113

Phone

(216) 781-6106

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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