· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEW FED MORTGAGE CORP. — NEWFED MORTGAGE CORP. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008120652NAL0013679522001
NEW FED MORTGAGE CORP.
Form 5500-SF
FILING_RECEIVED
NEWFED MORTGAGE CORP. 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
74
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEW FED MORTGAGE CORP.
.
Find decision makers
Plan sponsor
Name
NEW FED MORTGAGE CORP.
EIN
04-3508773
Address
98 HIGH STREET · DANVERS · DANVERS, MA · 01923
Phone
(781) 241-1255
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
M. ROBERT GOLDMAN & COMPANY, INC.
MRG EMPLOYEE RETIREMENT & SAVINGS PLAN AND TRUST
$6.0M · 8 participants
IFREEDOM DIRECT CORPORATION
IFREEDOM DIRECT CORPORATION 401(K) SAVINGS PLAN & TRUST
$6.0M · 55 participants
RF RENOVO MANAGEMENT COMPANY LLC
RF RENOVO MANAGEMENT COMPANY, LLC 401(K) PLAN
$6.1M · 231 participants
MONUMENT MORTGAGE COMPANY, INC.
MONUMENT MORTGAGE COMPANY, INC. 401K PLAN
$6.0M · 12 participants
LO INC DBA RELIANCE MORTGAGE INC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
LO, INC. 401(K)/PROFIT SHARING PLAN
$6.1M · 20 participants
FIRST CORPORATE SOLUTIONS, INC.
FIRST CORPORATE SOLUTIONS, INC. 401(K) PLAN
$6.1M · 75 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
