Original filing (PDF)20251013203950NAL0004141970001

NEWTONX, INC.

Name: NEWTONX, INC. — NEWTONX 401(K) PLAN, Form 5500 (2024)
Creator: NEWTONX, INC.

Form 5500

FILING_RECEIVED

NEWTONX 401(K) PLAN

401(k) retirement plan

Signals · 1

32% in single holding

Active participants

113

Accounts w/ balance

200

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Fidelity 500 Index Fund" is 32% of plan.

Helping the score

Below-peer total fees (1 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWTONX, INC..

Plan sponsor

Name

NEWTONX, INC.

EIN

81-2776140

Address

185 MADISON AVE · FLOOR 007-100 · NEW YORK, NY · 10016

Phone

(347) 506-5009

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

FRANK RIMERMAN CO.LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$551	—

Investments

31 direct securities· $7.9M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund	—	—	—	$2.6M	32.3%
Fidelity Freedom 2055 Fund - Class K6	—	—	—	$1.3M	17.0%
Fidelity Freedom 2060 Fund - Class K6	—	—	—	$1.1M	13.4%
Fidelity Freedom 2050 Fund - Class K6	—	—	—	$749K	9.5%
Fidelity Freedom 2065 Fund - Class K6	—	—	—	$460K	5.8%
Fidelity Blue Chip Growth K6 Fund	—	—	—	$333K	4.2%
Fidelity Freedom 2035 Fund - Class K6 ** 323 * Fidelity Freedom 2040 Fund - Class K6	—	—	—	$254K	3.2%
Fidelity Freedom 2045 Fund - Class K6	—	—	—	$141K	1.8%
Fidelity Mid Cap Index Fund	—	—	—	$131K	1.7%
Fidelity Global ex U.S. Index Fund	—	—	—	$119K	1.5%
Fidelity U.S. Sustainability Index Fund	—	—	—	$95K	1.2%
Fidelity Small Cap Index Fund	—	—	—	$81K	1.0%
Fidelity Freedom Income Fund - Class K6	—	—	—	$78K	1.0%
Fidelity Total Bond K6 Fund	—	—	—	$68K	0.9%
American Funds American Mutual Fund-« Class R-6	—	—	—	$64K	0.8%
MFS Mid Cap Value Fund Class R6	—	—	—	$59K	0.7%
Fidelity Freedom 2030 Fund - Class K6	—	—	—	$48K	0.6%
Fidelity International Capital Appreciation K6 Fund	—	—	—	$48K	0.6%
T. Rowe Price Dividend Growth Fund I Class	—	—	—	$39K	0.5%
Fidelity Inflation-Protected Bond Index Fund	—	—	—	$33K	0.4%
Columbia Emerging Markets Fund Institutional 3 Class	—	—	—	$25K	0.3%
Fidelity U.S. Bond Index Fund	—	—	—	$22K	0.3%
Fidelity International Small Cap Fund	—	—	—	$17K	0.2%
Fidelity International Sustainability Index Fund	—	—	—	$17K	0.2%
American Century Small Cap Value Fund R6 Class	—	—	—	$15K	0.2%
JPMorgan Government Bond Fund Class R6	—	—	—	$13K	0.2%
Cohen & Steers Realty Shares Fund Class Z	—	—	—	$11K	0.1%
Fidelity Government Money Market Fund Class K6	—	—	—	$7K	<0.1%
Fidelity Small Cap Growth K6 Fund	—	—	—	$7K	<0.1%
MFS Mid Cap Growth Fund Class R6	—	—	—	$7K	<0.1%
Participant loans receivable - 1 loan outstanding with an interest rate of 9.25% -	—	—	—	$2K	<0.1%