Original filing (PDF)20251013132628NAL0001397233001

NEWTON FINANCIAL GROUP, LLC

Name: NEWTON FINANCIAL GROUP, LLC — NEWTON FINANCIAL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: NEWTON FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

NEWTON FINANCIAL GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWTON FINANCIAL GROUP, LLC.

Plan sponsor

Name

NEWTON FINANCIAL GROUP, LLC

EIN

58-2683693all filings

Address

191 W PROFESSIONAL PARK CT, SUITE 2 · BOWLING GREEN, KY · 42104

Phone

(270) 393-7030

Industry