How big is Newtonx, Inc.'s plan?

Newtonx, Inc.'s plan reported $7.9M in assets and 113 participants for 2024.

Original filing (PDF)20251013203950NAL0004141970001

Newtonx, Inc.

Name: Newtonx, Inc. — Newtonx 401(k) Plan, Form 5500 (2024)
Creator: Newtonx, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Newtonx 401(k) Plan

401(k) retirement plan · Newtonx, Inc.'s Newtonx 401(k) Plan held $7.9M in plan assets for 113 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions32% in single holdingCorrective distributions issued

Active participants

113

Accounts w/ balance

200

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

Lorenzo SEU signed Newtonx, Inc.'s 2024 Form 5500 as plan administrator.

Lorenzo SEU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newtonx, Inc.'s EIN is 81-2776140.

EIN 81-2776140

Plan number 001

Plan year 2024

ACK ID 20251013203950NAL0004141970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newtonx, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newtonx, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1015K (55% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

NEWTONX, INC.

EIN

all filings

Address

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

Phone

(347) 506-5009

Industry

Software Publishers· Information / Tech / Media

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)

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)

Mutual Funds

$4.7M

17 holdings

Common Collective Trusts

$3.1M

8 holdings

Other securities

$90K

4 holdings

U.S. Treasuries

$13K

1 holding

Bonds / Notes

$2K

1 holding

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