# Newgen Operations Management LLC DC Plan
Source: https://planprovider.pro/companies/newgen-operations-management-llc-plan

> Newgen Operations Management LLC's DC plan: 7,226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newgen Operations Management LLC

- **Sponsor EIN:** 834612746

- **Sponsor Address:** 9526 WEST PICO BLVD., LOS ANGELES, CA, 90024

- **Plan Type:** DC

- **Total Participants:** 7,226

- **Total Assets:** $19.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|7,226|$19.1M|$57,786|$3.2M|

| 2023|622|$15.4M|$0|$2.1M|

| 2022|6|$128,750|$3,426|$128,493|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$143,306|—|$143,306|

| ACTUARIAL BENEFITS CORPORATION|CONTRACT ADMINISTRATOR|—|$40,223|$40,223|

| RAYMOND JAMES & ASSOCIATES, INC.|INVESTMENT ADVISORY|—|$39,823|$39,823|

| WEINBERG & COMPANY, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY

- [WEINBERG & COMPANY, P.A.](https://planprovider.pro/provider/weinberg-and-company-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,352

- **Estimated Expense Ratio:** 1.167% 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|$143,306|—|$143,306|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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