Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY L . NEWMAN
EIN 81-2407140Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
14
16661 VENTURA BLVD., SUITE 704 - WEST HILLS, CA 91304818-512-8672southcoasttree.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JEFFREY L. NEWMAN RETIREMENT PLAN
401k
Assets$959K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY L . NEWMAN CASH BALANCE PLAN
CashBalance
Assets$423K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFREY L. NEWMAN RETIREMENT PLAN | 401k | $959K | 8 | 2025 | |
| 002 | JEFFREY L . NEWMAN CASH BALANCE PLAN | CashBalance | $423K | 6 | 2025 |
Retirement plans