Newfound Research LLC

Thomas B. Rosedale Registered Agent	380 WASHINGTON ST FL 2ND, WELLESLEY HILLS, MA 02481
Sand Hill Cove Management Llc Manager	380 WASHINGTON STREET, 2ND FLOOR, WELLESLEY HILLS, MA 02481
Sand Hill Cove Management Llc REAL PROPERTY	380 WASHINGTON STREET, 2ND FLOOR, WELLESLEY HILLS, MA 02481

380 WASHINGTON ST FL 2ND, WELLESLEY HILLS, MA 02481 View Map

Form 5500

380 Washington St. Fl. 2, Wellesley, Ma 02481 (617) 531-9771 EIN:26-3296223 Plan Admin:Thomas Rosedale

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNEWFOUND RESEARCH 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$543,148 / $632,891	2023	NEWFOUND RESEARCH 401(K) RETIREMENT PLAN - Plan #001	14 / 15	$543,148 / $632,891
2022	Plan NameNEWFOUND RESEARCH 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$658,968 / $543,148	2022	NEWFOUND RESEARCH 401(K) RETIREMENT PLAN - Plan #001	14 / 14	$658,968 / $543,148
2021	Plan NameNEWFOUND RESEARCH 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$568,305 / $658,968	2021	NEWFOUND RESEARCH 401(K) RETIREMENT PLAN - Plan #001	14 / 14	$568,305 / $658,968
2020	Plan NameNEWFOUND RESEARCH 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$575,733 / $568,305	2020	NEWFOUND RESEARCH 401(K) RETIREMENT PLAN - Plan #001	13 / 14	$575,733 / $568,305
2019	Plan NameNEWFOUND RESEARCH 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$466,839 / $575,733	2019	NEWFOUND RESEARCH 401(K) RETIREMENT PLAN - Plan #001	11 / 12	$466,839 / $575,733

Benefit & Retirement Plans based on Form 5500.

PPP Loans

380 Washington St Ste 2, Wellesley Hills, MA 02481-6205 Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
02/20/2021	Approved$73,305 Forgiven$73,647 LenderCitizens Bank, National Association Jobs3	02/20/2021	$73,305	$73,647	Citizens Bank, National Association	3
04/15/2020	Approved$58,300 Forgiven$58,848 LenderCitizens Bank, National Association Jobs4	04/15/2020	$58,300	$58,848	Citizens Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

Person/Address Match:Sand Hill Cove Management Llc -

Investment Guidance Solutions LLC Registered in Massachusetts	Boston, MA		View Report

Address Match:380 Washington St Fl 2nd Wellesley Hills, MA

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Park Square Capital III LLC Registered in Massachusetts	Wellesley Hills, MA	View Report
Newfound Research LLC Registered in Colorado	Boulder, CO Wellesley Hills, MA (1 more)	View Report
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Address Match:380 Washington St Wellesley Hills, MA

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Related Business Names:

Newfound Clinical Research, LLC Registered in New Hampshire	Hollis, NH Nashua, NH		View Report
Newfound Research LLC Registered in California	Boston, MA (1 more)		View Report

Person/City Match:Thomas B Rosedale - Wellesley Hills, MA

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Rosedale Family LLC Registered in Massachusetts	Wellesley Hills, MA Wellesley, MA	View Report
Sand Hill Cove Management LLC Registered in Massachusetts	Wellesley Hills, MA Wellesley, MA	View Report
Siriiz LLC Registered in Massachusetts	Needham Heights, MA Wellesley Hills, MA	View Report
Better Your Journey LLC Registered in Massachusetts	Lee, MA	View Report

The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary