· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEWVIEW CAPITAL MANAGEMENT, LLC — NEWVIEW CAPITAL MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718120040NAL0002576720001
NEWVIEW CAPITAL MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
NEWVIEW CAPITAL MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
30
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEWVIEW CAPITAL MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
NEWVIEW CAPITAL MANAGEMENT, LLC
EIN
83-1636431
Address
1201 HOWARD AVENUE, SUITE #101 · BURLINGAME, CA · 94010
Phone
(650) 238-7118
Industry
Finance & Insurance
see 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
2025-07-18
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)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CAPITAL ANALYSTS OF NEW ENGLAND INC
CAPITAL ANALYSTS OF NEW ENGLAND, INC. 401(K) PLAN
$4.7M · 23 participants
BLACK BAY ENERGY CAPITAL, LLC
BLACK BAY ENERGY CAPITAL, LLC
$4.7M · 11 participants
PROFESSIONAL FINANCIAL STRATEGIES, INC.
PROFESSIONAL FINANCIAL STRATEGIES RETIREMENT PLAN
$4.7M · 3 participants
CC MANAGEMENT CO, LLC
CC MANAGEMENT CO LLC 401(K) PLAN
$4.7M · 71 participants
TRANS-NATIONAL RESEARCH CORP
TRANS-NATIONAL RESEARCH CORP 401K RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.7M · 4 participants
KENSINGTON CAPITAL MANAGEMENT, LLC
KENSINGTON CAPITAL MANAGEMENT, LLC 401(K) PLAN
$4.7M · 20 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
