NEWCORP WEALTH MANAGEMENT 401(K) PLAN

[ EIN: 01-0630537 | Plan No. 001 ]

NEWCORP WEALTH MANAGEMENT 401(K) PLAN, sponsored by NEWCORP FINANCIAL SERVICES, INC. DBA NEWCORP WEALTH MANAGEMENT, appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $612,792 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

Plan Sponsor: NEWCORP FINANCIAL SERVICES, INC. DBA NEWCORP WEALTH MANAGEMENT

Location: 11720 AMBER PARK DR. SUITE 170, ALPHARETTA, GA 30009

EIN: 010630537

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $612,792