How big is New View Strategies Inc.'s plan?

New View Strategies Inc.'s plan reported $268K in assets and 3 participants for 2024.

Original filing (PDF)20250613092151NAL0028512768001

New View Strategies Inc.

Name: New View Strategies Inc. — Form 5500 (2024)
Creator: New View Strategies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · New View Strategies Inc. held $268K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

People on this filing

Kimberly Congleton signed New View Strategies Inc.'s 2024 Form 5500 as plan administrator.

Kimberly Congleton — 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

New View Strategies Inc.'s EIN is 81-4916241.

EIN 81-4916241

Plan number 001

Plan year 2024

ACK ID 20250613092151NAL0028512768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

New View Strategies 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 NEW VIEW STRATEGIES INC.

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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 (98th percentile).

Plan sponsor

Name

NEW VIEW STRATEGIES INC

EIN

all filings

Address

250 EAST WISCONSIN AVE · MILWAUKEE, WI · 53202

Phone

(309) 912-4000

Industry

Professional & Technical Services

Plan administrator