Back to filter
Original filing (PDF)20251015114751NAL0002240739001
THE NEW BEGINNINGS, LLC
Form 5500-SF
FILING_RECEIVED
TNB 401(K) PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
14
Plan assets (EOY)
$465K
Net assets (EOY)
$465K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEW BEGINNINGS, LLC.
Plan sponsor
Name
THE NEW BEGINNINGS, LLC
EIN
20-5077334
Address
8908 WASHINGTON STREET NE · ALBUQUERQUE, NM · 87113
Phone
(505) 797-3359
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Health Care & Social Assistance plans
LEADINGAGE NEW JERSEY
LEADINGAGE NEW JERSEY 403(B) PLAN
$466K · 4 participants
VENTURA SERVICES - FLORIDA, LLC
DIAMOND HEALTH BENEFIT TRUST
$466K · 598 participants
TAT MANAGEMENT CO., INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF TAT MANAGEMENT CO., INC.
$463K · 60 participants
HEARTWOOD HOMES SENIOR LIVING, INC.
HHSL 401(K) PLAN
$463K · 22 participants
SERENITY VILLA OPS LLC
SERENITY VILLA OPS LLC 401(K) PROFIT SHARING PLAN & TRUST
$466K · 59 participants
SUPPORTED COMMUNITY LIFESTYLES PERSONNEL ENID, INC.
SUPPORTED COMMUNITY LIFESTYLES RETIREMENT SAVINGS PLAN #2
$463K · 257 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants