How big is Newline Servicing, LLC's plan?

Newline Servicing, LLC's plan reported $1.0M in assets and 11 participants for 2025.

Original filing (PDF)20260401220148NAL0001852448004

Newline Servicing, LLC

Name: Newline Servicing, LLC — Newline Financial 401(k), Form 5500 (2025)
Creator: Newline Servicing, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newline Financial 401(k) Plan

401(k) retirement plan · Newline Servicing, LLC's Newline Financial 401(k) Plan held $1.0M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Newline Servicing, LLC's EIN is 84-4843129.

EIN 84-4843129

Plan number 001

Plan year 2025

ACK ID 20260401220148NAL0001852448004

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Newline Servicing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (89th percentile).

Plan sponsor

Name

NEWLINE SERVICING, LLC

EIN

all filings

Address

PO BOX 8795 · CAROL STREAM, IL · 60197

Phone

(844) 639-5463

Industry

Finance & Insurance

Plan administrator