How big is New Tech Financial Services LLC's plan?

New Tech Financial Services LLC's plan reported $940K in assets and 60 participants for 2024.

Original filing (PDF)20250729111419NAL0007251202001

New Tech Financial Services LLC

Name: New Tech Financial Services LLC — Whaley Enterprises, Form 5500 (2024)
Creator: New Tech Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whaley Enterprises 401(k) Plan

401(k) retirement plan · New Tech Financial Services LLC's Whaley Enterprises 401(k) Plan held $940K in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

People on this filing

Garrett Whaley signed New Tech Financial Services LLC's 2024 Form 5500 as plan administrator.

Garrett Whaley — 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 Tech Financial Services LLC's EIN is 45-2568635.

EIN 45-2568635

Plan number 001

Plan year 2024

ACK ID 20250729111419NAL0007251202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Tech Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW TECH FINANCIAL SERVICES 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

Knocking points off