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Original filing (PDF)20250926163645NAL0022041586001
NEWWAVE TELECOM & TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
NWT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
322
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWWAVE TELECOM & TECHNOLOGIES, INC..
Plan sponsor
Name
NEWWAVE TELECOM & TECHNOLOGIES, INC.
EIN
20-1439479
Address
8865 STANFORD BLVD STE. 202 · COLUMBIA, MD · 21045
Phone
(410) 782-0476
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $294 | — |
Investments
36 direct securities · 1 pooled fund· $22.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.4M
36 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust American Funds 2035 Fund Collective Trust NR | — | — | — | $3.4M | 15.4% | |
| iShares Russell 1000 Large-Cap Index Fund Mutual Fund NR | — | — | — | $3.1M | 13.9% | |
| Great Gray Trust American Funds 2045 Fund Collective Trust NR | — | — | — | $2.7M | 12.1% | |
| Great Gray Trust American Funds 2050 Fund Collective Trust NR | — | — | — | $2.2M | 10.0% | |
| Great Gray Trust American Funds 2040 Fund Collective Trust NR | — | — | — | $2.0M | 9.1% | |
| Great Gray Trust American Funds 2055 Fund Collective Trust NR | — | — | — | $1.3M | 5.7% | |
| Great Gray Trust American Funds 2030 Fund Collective Trust NR | — | — | — | $1.3M | 5.6% | |
| Great Gray Trust American Funds 2025 Fund Collective Trust NR | — | — | — | $660K | 2.9% | |
| MFS Growth Fund Mutual Fund NR | — | — | — | $594K | 2.7% | |
| Reliance Trust Company Stable Value Fund Collective Trust NR | — | — | — | $592K | 2.6% | |
| Great Gray Trust American Funds 2020 Fund Collective Trust NR | — | — | — | $591K | 2.6% | |
| Great Gray Trust American Funds 2060 Fund Collective Trust NR | — | — | — | $470K | 2.1% | |
| American Funds American Balanced Fund Mutual Fund NR | — | — | — | $353K | 1.6% | |
| iShares Russell 2000 Small-Cal Index Fund Mutual Fund NR | — | — | — | $320K | 1.4% | |
| iShares Russel Mid-Cap Index Fund Mutual Fund NR | — | — | — | $289K | 1.3% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund NR | — | — | — | $265K | 1.2% | |
| iShares U.S. Aggregate Bond Index Fund Mutual Fund NR | — | — | — | $246K | 1.1% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund NR | — | — | — | $242K | 1.1% | |
| Fidelity International Index Fund Mutual Fund NR | — | — | — | $228K | 1.0% | |
| Columbia Small Cap Value Fund Mutual Fund NR | — | — | — | $176K | 0.8% | |
| Allspring Special Mid Cap Value Fund Mutual Fund NR | — | — | — | $174K | 0.8% | |
| PIMCO Income Fund Mutual Fund NR | — | — | — | $166K | 0.7% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | — | — | — | $163K | 0.7% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $121K | 0.5% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund NR | — | — | — | $99K | 0.4% | |
| MFS Value Fund Mutual Fund NR | — | — | — | $96K | 0.4% | |
| Lord Abbett High Yield Fund Mutual Fund NR | — | — | — | $90K | 0.4% | |
| Great Gray Trust American Funds 2010 Fund Collective Trust NR 157 Great Gray Trust American Funds 2015 Fund Collective Trust NR | — | — | — | $82K | 0.4% | |
| T. Rowe Price Integrated U.S. Small Cap Growth Equity Fund Mutual Fund NR | — | — | — | $79K | 0.4% | |
| Fidelity Advisor Real Estate Income Fund Mutual Fund NR | — | — | — | $71K | 0.3% | |
| Columbia Overseas Value Fund Mutual Fund NR | — | — | — | $61K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund NR | — | — | — | $39K | 0.2% | |
| PIMCO International Bond Fund Mutual Fund NR | — | — | — | $33K | 0.1% | |
| Columbia Emerging Markets Fund Mutual Fund NR | — | — | — | $13K | <0.1% | |
| Columbia Total Return Bond Fund Mutual Fund NR | — | — | — | $9K | <0.1% | |
| Empower Investment Fixed Account Guaranteed Investment Contract NR | — | — | — | $1K | <0.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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