# New American Funding, LLC 401(k) Plan
Source: https://planprovider.pro/companies/new-american-funding-llc-401k-plan

> New American Funding, LLC's 401(k) plan: 4,347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New American Funding, LLC

- **Sponsor EIN:** 010726495

- **Sponsor Address:** 14511 MYFORD ROAD, SUITE 100, TUSTIN, CA, 92780

- **Plan Type:** 401(k)

- **Total Participants:** 4,347

- **Total Assets:** $148.5M

## 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|4,347|$148.5M|$1.4M|$19.2M|

| 2023|3,442|$121.1M|$2.4M|$15.0M|

| 2022|3,279|$97.8M|$5.6M|$18.8M|

## 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|

| ADP, INC.|RECORD KEEPER|$231,289|—|$231,289|

| WITHUMSMITHBROWN PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $231,289

- **Estimated Expense Ratio:** 0.156% 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|$231,289|—|—|—|—|

| 2023|$279,438|—|—|—|—|

| 2022|$242,507|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-american-funding-llc-401k-plan)

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