Original filing (PDF)20251003093511NAL0000729123001

NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE

Name: NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE — NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE

Form 5500

FILING_RECEIVED

NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

183

Accounts w/ balance

116

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE.

Plan sponsor

Name

NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE

EIN

22-2116914

Address

80 CONOVER RD. · MARLBORO, NJ · 07746

Phone

(732) 946-3030

Industry

Outpatient Care Centers· 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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	COLUMBUS, OH	TRUST RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	—	COLUMBUS, OH	INVESTMENT ADVISOR	$108	—
EQUITABLE ADVISORS LLC

Investments

31 direct securities · 1 pooled fund· $12.8M(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.

Other securities

$6.4M

29 holdings

Pooled Separate Account

$6.4M

1 holding

Stable Value

$63K

1 holding

Cash / Money Market

$6K

1 holding

					% of plan
SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065	Pooled Separate Account	—	—	$6.4M	96.1%
Vanguard Growth Index ADM Pooled separate account	Other securities	—	—	$644K	9.7%
American Funds 2040 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$602K	9.1%
American Funds 2035 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$592K	8.9%
American Funds 2055 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$513K	7.8%
American Funds 2045 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$407K	6.2%
American Funds 2030 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$399K	6.0%
DFA US Targeted Value I Pooled separate account 376 * DoubleLine Core Fixed Income R6 Pooled separate account	Other securities	—	—	$394K	6.0%
American Funds 2020 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$365K	5.5%
American Funds 2050 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$342K	5.2%
American Funds 2025 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$335K	5.1%
Fidelity Small Cap Index Instl Premium Pooled separate account	Other securities	—	—	$210K	3.2%
American Funds 2060 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$198K	3.0%
Columbia Dividend Income I3 Pooled separate account	Other securities	—	—	$195K	3.0%
Vanguard Growth & Income ADM Pooled separate account	Other securities	—	—	$179K	2.7%
secured by participant account balances	Other securities	—	—	$159K	2.4%
JPMorgan Mid Cap Growth R6 Pooled separate account	Other securities	—	—	$140K	2.1%
BlackRock High Yield Portfolio K Pooled separate account	Other securities	—	—	$131K	2.0%
Vanguard Total Intl Stock Index Admiral Pooled separate account	Other securities	—	—	$122K	1.8%
Fidelity Advisor Intl Capital App Z Pooled separate account	Other securities	—	—	$94K	1.4%
Fidelity Mid Cap Index Instl Premium Pooled separate account	Other securities	—	—	$89K	1.3%
iShares US Aggregate Bond Index K Pooled separate account	Other securities	—	—	$81K	1.2%
Equitable Guaranteed Interest Option Guaranteed investment contract	Stable Value	—	—	$63K	1.0%
MFS Mid Cap Value R6 Pooled separate account 737 * Principal Global Real Estate Sec R-6 Pooled separate account 698 * Vanguard Explorer Admiral Pooled separate account	Other securities	—	—	$62K	0.9%
Franklin DynaTech R6 Pooled separate account	Other securities	—	—	$53K	0.8%
Fidelity 500 Index Institutional Premium Pooled separate account	Other securities	—	—	$35K	0.5%
American Century Ultra R6 Pooled separate account	Other securities	—	—	$24K	0.4%
AB Government Money Market I Pooled separate account	Cash / Money Market	—	—	$6K	<0.1%
American Funds 2065 Trgt Date Retire R6 Pooled separate account	Other securities	—	—	$3K	<0.1%
Vanguard Windsor II Admiral Pooled separate account	Other securities	—	—	$1K	<0.1%
AB Relative Value Z Pooled separate account	Other securities	—	—	$1K	<0.1%
American Funds New World R6 Pooled separate account	Other securities	—	—	$1K	<0.1%