Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEWMAN LORE ASSOCIATES LLC
EIN 86-1643672Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
15
46 SOUTH MAIN STREET - MEDFORD, NJ 08055856-534-7188
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 15 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#002
NEWMAN LORE ASSOCIATES LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NEWMAN LORE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEWMAN LORE ASSOCIATES LLC CASH BALANCE PENSION PLAN | CashBalance | $3.2M | 6 | 2024 | |
| 001 | NEWMAN LORE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 9 | 2024 |
Retirement plans