# New Generation Wellness, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-generation-wellness-inc-401k-plan

> New Generation Wellness, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Generation Wellness, INC.

- **Sponsor EIN:** 950494000

- **Sponsor Address:** 46 CORPORATE PARK, IRVINE, CA, 92606

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

- **Total Participants:** 207

- **Total Assets:** $12.8M

## 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|207|$12.8M|$182,285|$870,785|

| 2023|188|$11.2M|$100,789|$775,234|

| 2022|219|$10.2M|$86,823|$777,283|

## 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|

| WRIGHT FORD YOUNG AND CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WRIGHT FORD YOUNG AND CO](https://planprovider.pro/provider/wright-ford-young-and-co) — 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|$60,383|$23,204|—|—|—|

| 2023|$53,783|$21,019|—|—|—|

| 2022|$54,349|—|—|—|—|

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