Plan Snapshot
- Plan Sponsor: New Age Investments
- Sponsor EIN: 952668746
- Sponsor Address: 9440 AUTOPLEX DRIVE, MONTCLAIR, CA, 91763
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 319 | $8.8M | $15,365 | $695,517 |
| 2023 | 416 | $8.6M | $17,820 | $865,514 |
| 2022 | 407 | $7.0M | $18,282 | $910,216 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,095 | -$8,912 | $16,007 | — | — |
| 2023 | $6,125 | — | — | — | — |
| 2022 | $5,974 | — | $5,974 | — | — |