# Newforma, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newforma-inc-401k-plan

> Newforma, INC.'s 401(k) plan: 107 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/boivin-and-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|—|—|

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