# New Age Investments 401(k) Plan
Source: https://planprovider.pro/companies/new-age-investments-401k-plan

> New Age Investments's 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$49,185|—|$49,185|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,185

- **Estimated Expense Ratio:** 0.558% of plan assets

### 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|—|—|

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