How big is New World Financial Group LLC's plan?

New World Financial Group LLC's plan reported $8K in assets and 2 participants for 2025.

Original filing (PDF)20260506220054NAL0002991680061

New World Financial Group LLC

Name: New World Financial Group LLC — New World Financial, Form 5500 (2025)
Creator: New World Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New World Financial Group LLC 401(k) Plan

401(k) retirement plan · New World Financial Group LLC's New World Financial Group LLC 401(k) Plan held $8K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Elantha Barry signed New World Financial Group LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

New World Financial Group LLC's EIN is 88-2467811.

EIN 88-2467811

Plan number 001

Plan year 2025

ACK ID 20260506220054NAL0002991680061

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for New World Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

New World Financial Group 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 NEW WORLD FINANCIAL GROUP 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