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

Newview Capital Management, LLC's plan reported $4.7M in assets and 19 participants for 2024.

Original filing (PDF)20250718120040NAL0002576720001

Newview Capital Management, LLC

Name: Newview Capital Management, LLC — Newview Capital, Form 5500 (2024)
Creator: Newview Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newview Capital Management, LLC 401(k) Plan

401(k) retirement plan · Newview Capital Management, LLC's Newview Capital Management, LLC 401(k) Plan held $4.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Marcus Bowie signed Newview Capital Management, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Newview Capital Management, LLC's EIN is 83-1636431.

EIN 83-1636431

Plan number 001

Plan year 2024

ACK ID 20250718120040NAL0002576720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newview Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newview Capital Management, LLC'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 NEWVIEW 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

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 (85th percentile).

Plan sponsor

Name

NEWVIEW CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

1201 HOWARD AVENUE, SUITE #101 · BURLINGAME, CA · 94010

Phone

(650) 238-7118

Industry

Finance & Insurance

Plan administrator