Original filing (PDF)20230727154044NAL0024165570001

The Newman Group, LLC

Name: The Newman Group, LLC — The Newman Group, LLC 401(k), Form 5500 (2022)
Creator: The Newman Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Newman Group, LLC 401(k) Plan

401(k) retirement plan · The Newman Group, LLC's The Newman Group, LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

THE NEWMAN GROUP, LLC

EIN

all filings

Address

3284 NORTH 29TH COURT · HOLLYWOOD, FL · 33020

Phone

(813) 773-4100

Industry

Real Estate

Plan administrator

Name

SAVEDAY, INC

EIN

47-4977115

City

AUSTIN, TX

Phone

(650) 684-7303

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

Real Estate Links, Inc.

Real Estate Links, Inc. 401(k) Plan

Pasas Properties, Inc.

Pasas Properties, Inc. Cash Balance Plan

High Country Agency, Inc.

High Country Agency, Inc. 401(k) Plan

PB & Co. Inc.

PB & Co. Inc. 401(k) Plan

Urena-Castro and Associates Inc.

Urena-Castro and Associates Inc., 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.