# New Chapter, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-chapter-inc-401k-plan-001-1418

> New Chapter, INC.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Chapter, INC.

- **Sponsor EIN:** 030301418

- **Sponsor Address:** 90 TECHNOLOGY DRIVE, BRATTLEBORO, VT, 05301

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

- **Total Participants:** 185

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|185|$19.5M|$639,010|$1.3M|

| 2023|180|$16.7M|$530,181|$1.2M|

| 2022|167|$14.1M|$504,365|$1.2M|

## 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|

| TRG INVESTMENT ADVISORS, LLC|RIA|$45,724|—|$45,724|

| DOWNEY, PIECIAK, FITZGERALD & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRG INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/trg-investment-advisors-llc) — RIA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,724

- **Estimated Expense Ratio:** 0.235% 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|$90,662|$45,724|$44,938|—|—|

| 2023|$79,454|$37,190|$2,375|—|—|

| 2022|$79,795|—|$79,795|—|—|

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