How big is Neufeld Capital Management, LLC's plan?

Neufeld Capital Management, LLC's plan reported $264K in assets and 4 participants for 2025.

Original filing (PDF)20260414132506NAL0011093811001

Neufeld Capital Management, LLC

Name: Neufeld Capital Management, LLC — Neufeld Capital, Form 5500 (2025)
Creator: Neufeld Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neufeld Capital Management, LLC 401(k) Plan

401(k) retirement plan · Neufeld Capital Management, LLC's Neufeld Capital Management, LLC 401(k) Plan held $264K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

Plan identifiers

Neufeld Capital Management, LLC's EIN is 83-0430798.

EIN 83-0430798

Plan number 002

Plan year 2025

ACK ID 20260414132506NAL0011093811001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Neufeld Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Neufeld Capital Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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