Plan Snapshot
- Plan Sponsor: Newforma, INC.
- Sponsor EIN: 200400003
- Sponsor Address: 1750 ELM STREET, MANCHESTER, NH, 03104
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $12.7M
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 | 107 | $12.7M | $218,838 | $861,085 |
| 2023 | 105 | $12.1M | $174,529 | $790,714 |
| 2022 | 83 | $9.7M | $148,053 | $851,673 |
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 |
|---|---|---|---|---|
| BOLVIN & ASSOCIATES, CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOLVIN & ASSOCIATES, CPAS, PLLC — 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 | $30,350 | — | $30,350 | — | — |
| 2023 | $26,250 | — | $26,250 | — | — |
| 2022 | $27,699 | — | $27,699 | — | — |