· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEWTON THE CHILDRENS LEARNING — NEWTON THE CHILDRENS LEARNING 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430161800NAL0001313155001
NEWTON THE CHILDRENS LEARNING
Form 5500-SF
FILING_RECEIVED
NEWTON THE CHILDRENS LEARNING 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
34
Accounts w/ balance
8
Plan assets (EOY)
$724K
Net assets (EOY)
$724K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEWTON THE CHILDRENS LEARNING
.
Find decision makers
Plan sponsor
Name
NEWTON THE CHILDRENS LEARNING
EIN
94-3352778
Address
63 BOVET RD PMB 511 · SAN MATEO, CA · 944023104
Phone
(650) 346-3474
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
SJL SOLUTIONS
SJL SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
$724K · 4 participants
COFOODS, INC.
COFOODS, INC. RETIREMENT TRUST
$724K · 10 participants
STREET RELATIONS INC.
STREET RELATIONS INC. CASH BALANCE PLAN
$724K · 4 participants
LESAN BANKO M.D. INC.
LESAN BANKO M.D. INC. 401K PLAN
$725K · 4 participants
SIGLER & ASSOCIATES
SIGLER & ASSOCIATES 401(K) PLAN
$725K · 3 participants
65
Knocking points off
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TEAM PENNSYLVANIA FOUNDATION
TEAM PENNSYLVANIA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
$724K · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
