NEWTON
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2533 of mapped providers
Assets under administration$687M0.0%Market share · rank #4591
Fees received$46,188Median $10,530/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical NEWTON plan look like?
Service mix · median fees per plan
Count of plans where NEWTON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment managementCode 28 | 2 | $9,304 | |
Investment advisory (plan)Code 27 | 1 | $5,547 | |
Distribution (12b-1) feesCode 63 | 1 | $22,033 |
Competitor overlap
Percent of NEWTON's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under NEWTON.
| Sponsor | From | Assets |
|---|---|---|
WEILER CORPORATIONPA · 232193300-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $42M |
Plans lost in 2024
Appeared last year under NEWTON; not this year.
| Sponsor | To | Assets |
|---|---|---|
WELLS FARGO & COMPANYCA · 410449260-001 | PGIM INVESTMENTS | $8.8B |
CARGILL, INCORPORATEDMN · 410177680-001 | QUANTUM ENERGY | $2.1B |
CARGILL, INCORPORATEDMN · 410177680-003 | QUANTUM ENERGY | $422M |
CARGILL, INCORPORATEDMN · 410177680-004 | QUANTUM ENERGY | $87M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANCO POPULAR DE PUERTO RICOPR · 660561870-001 | $607M | 7,517 | $15,513 | 3y | - |
WEILER CORPORATIONPA · 232193300-001 | $42M | 391 | $5,547 | 1y | - |
BANCO POPULAR DE PUERTO RICOPR · 660561870-004 | $28M | 63 | $3,095 | 3y | - |
ARROW TANK & ENGINEERING COMPANYMN · 411538543-001 | $10M | 160 | $22,033 | 10y | 1 |
Flag exposure
75.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into NEWTON.
- NEWTON
- NEWTON ASSET MANAGEMENT
- NEWTON ASSET MGMT GLOBAL
- NEWTON CAPITAL MANAGEMENT
- NEWTON CAPITAL MANAGEMENT LIMITED
- NEWTON CAPITAL MANAGEMENT LLC
- NEWTON CAPITAL MANAGEMENT, INC.
- NEWTON FINANCIAL SOLUTIONS
- NEWTON GLOBAL REAL RETURN
- NEWTON ONE INVESTMENTS
- NEWTON ONE INVESTMENTS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for NEWTON's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NEWTON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent