Original filing (PDF)20251229133048NAL0009770003001

NEWTON & DANIELS LLC

Name: NEWTON & DANIELS LLC — NEWTON & DANIELS LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: NEWTON & DANIELS LLC

Form 5500-SF

FILING_RECEIVED

NEWTON & DANIELS LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$188

Net assets (EOY)

$60

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

NEWTON & DANIELS LLC

EIN

83-3112487all filings

Address

3101 BRECKENRIDGE LN · STE 4B · LOUISVILLE, KY · 40220

Phone

(502) 777-0711

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2025-04-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

I.O.M. RESOURCES

I.O.M. RESOURCES OFB BENEFIT PLAN

$188 · 1 participants

BECKER SALES LLC

BECKER SALES LLC OFB BENEFIT PLAN

$190 · 1 participants

WILDFLOWERS MANAGEMENT LLC

WILDFLOWERS MANAGEMENT LLC 401(K) PLAN

$184 · 1 participants

STILES MADEWELL LLC

STILES MADEWELL LLC SOCA BENEFIT PLAN

$184 · 2 participants

MS RHONDA LOGISTICS INC

MS RHONDA LOGISTICS INC SOCA BENEFIT PLAN

$184 · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.