How big is Newman LORE Associates LLC's plan?

Newman LORE Associates LLC's plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250910141941NAL0044578722001

Newman LORE Associates LLC

Name: Newman LORE Associates LLC — Newman LORE Associates, Form 5500 (2024)
Creator: Newman LORE Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newman LORE Associates LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Newman LORE Associates LLC's Newman LORE Associates LLC 401(k) Profit Sharing Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Newman LORE Associates LLC's EIN is 86-1643672.

EIN 86-1643672

Plan number 001

Plan year 2024

ACK ID 20250910141941NAL0044578722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newman LORE Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newman LORE Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWMAN LORE ASSOCIATES 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