How big is Newman, Mathis, Brady & Spedale, APLC's plan?

Newman, Mathis, Brady & Spedale, APLC's plan reported $3.4M in assets and 23 participants for 2024.

Original filing (PDF)20250904094446NAL0009621027001

Newman, Mathis, Brady & Spedale, APLC

Name: Newman, Mathis, Brady & Spedale, APLC — Newman, Form 5500 (2024)
Creator: Newman, Mathis, Brady & Spedale, APLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newman, Mathis, Brady & Spedale, APLC Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Newman, Mathis, Brady & Spedale, APLC's Newman, Mathis, Brady & Spedale, APLC Safe Harbor 401(k) Profit Sharing Plan held $3.4M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Newman, Mathis, Brady & Spedale, APLC's EIN is 72-0777406.

EIN 72-0777406

Plan number 001

Plan year 2024

ACK ID 20250904094446NAL0009621027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newman, Mathis, Brady & Spedale, APLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newman, Mathis, Brady & Spedale, APLC'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 NEWMAN, MATHIS, BRADY & SPEDALE, APLC.

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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

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 (89th percentile).

Plan sponsor

Name

NEWMAN, MATHIS, BRADY & SPEDALE, APLC

EIN

all filings

Address

3501 N. CAUSEWAY BLVD SUITE 300 · METAIRIE, LA · 70002

Phone

(504) 837-9040

Industry

Law Offices· Professional & Technical Services

Plan administrator