How big is Jeffrey L . Newman's plan?

Jeffrey L . Newman's plan reported $771K in assets and 8 participants for 2024.

Original filing (PDF)20250910195814NAL0035470944001

Jeffrey L . Newman

Name: Jeffrey L . Newman — Jeffrey L . Newman Retirement, Form 5500 (2024)
Creator: Jeffrey L . Newman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L . Newman Retirement Plan

401(k) retirement plan · Jeffrey L . Newman's Jeffrey L . Newman Retirement Plan held $771K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

Plan identifiers

Jeffrey L . Newman's EIN is 81-2407140.

EIN 81-2407140

Plan number 001

Plan year 2024

ACK ID 20250910195814NAL0035470944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L . Newman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L . Newman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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