Original filing (PDF)20250818144138NAL0001293697001

NOTCH VIEW CAPITAL MANAGEMENT, LLC

Name: NOTCH VIEW CAPITAL MANAGEMENT, LLC — NOTCH VIEW CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: NOTCH VIEW CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

NOTCH VIEW CAPITAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOTCH VIEW CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

NOTCH VIEW CAPITAL MANAGEMENT, LLC

EIN

85-1042532

Address

360 NW 27TH ST 8TH FLOOR · MIAMI, FL · 33127

Phone

(212) 796-4954

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-07-11

Filed

2025-08-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

S.W.A.T., LLC

S.W.A.T., LLC DEFINED BENEFIT PLAN

BRIDGE INFORMATION SYSTEMS, INC.

BRIDGE INFORMATION SYSTEMS, INC. 401(K) SALARY SAVINGS PLAN

KANSAS CITY TRADING GROUP INC

KANSAS CITY TRADING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

R.V. COMMODITIES CO.

R.V. COMMODITIES 401(K) PLAN

CAMDEN INTERNATIONAL COMMODITIES TERMINAL, LLC

CAMDEN INTERNATIONAL COMMODITIES TERMINAL, LLC 401(K) PLAN