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Original filing (PDF)20251012112255NAL0000444370001
NEWBRIDGE SERVICES, INC.
Form 5500
FILING_RECEIVED
NEWBRIDGE SERVICES, INC. 403(B) PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
153
Accounts w/ balance
144
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Metropolitan Life Insurance Company" is 98% of plan.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWBRIDGE SERVICES, INC..
Plan sponsor
Name
NEWBRIDGE SERVICES, INC.
EIN
22-1725830
Address
620 NEWARK POMPTON TURNPIKE · POMPTON PLAINS, NJ · 07444
Phone
(973) 686-2241
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
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FASCORE, LLC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Investments
2 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan Life Insurance Company | — | — | — | $5.9M | 98.6% | |
| Notes receivable from participants | — | — | — | $100K | 1.7% |
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