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Sponsor portfolio

NEWLAND & NEWLAND LLP

EIN 45-2973184-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
24
1512 ARTAIUS PARKWAY, SUITE 300 - LIBERTYVILLE, IL 60048847-549-0000LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$5.1M - 14 part#002CashBalance-$387K - 10 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PLAN AND TRUST (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)14
  • CASH BALANCE PLAN (#002)10
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEWLAND & NEWLAND LLP 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEWLAND & NEWLAND LLP CASH BALANCE PLAN

CashBalance

Assets$387K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEWLAND & NEWLAND LLP 401(K) PROFIT SHARING PLAN AND TRUST401k$5.1M142025
002NEWLAND & NEWLAND LLP CASH BALANCE PLANCashBalance$387K102025
Retirement plans
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