Belinda Aldridge signed Newagesys, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newagesys, Inc.'s EIN is 22-3333874.
Download the official 2024 Form 5500 (PDF) for Newagesys, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newagesys, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2035 IPR - | Common Collective Trusts | — | — | $491K | 16.6% | |
| Fidelity FID FDM IDX 2050 IPR - | Common Collective Trusts | — | — | $446K | 15.1% | |
| FID GOVT MMKT K6 Money Market - | Mutual Funds | — | — | $357K | 12.1% | |
| Fidelity FID FDM IDX 2055 IPR - | Common Collective Trusts | — | — | $188K | 6.4% | |
| Fidelity FID 500 INDEX - | Common Collective Trusts | — | — | $185K | 6.3% | |
| Fidelity FID FDM IDX 2040 IPR - | Common Collective Trusts | — | — | $170K | 5.8% | |
| Fidelity FID FDM IDX 2060 IPR - | Common Collective Trusts | — | — | $165K | 5.6% | |
| Fidelity FID FDM IDX 2030 IPR - | Common Collective Trusts | — | — | $150K | 5.1% | |
| Fidelity FID FDM IDX 2010 IPR - 182 * Fidelity FID FDM IDX 2015 IPR - | Common Collective Trusts | — | — | $120K | 4.1% | |
| Fidelity FID FDM IDX INC IPR - 177 * Fidelity FID LG CAP GR IDX - | Common Collective Trusts | — | — | $108K | 3.7% | |
| Fidelity FID TOTAL BOND K6 - 883 * Fidelity FID BLUE CHIP GR K6 - | Mutual Funds | — | — | $97K | 3.3% | |
| Fidelity FID FDM IDX 2045 IPR - | Common Collective Trusts | — | — | $89K | 3.0% | |
| Fidelity FID FDM IDX 2025 IPR - | Common Collective Trusts | — | — | $86K | 2.9% | |
| Fidelity FID FDM IDX 2065 IPR - | Common Collective Trusts | — | — | $70K | 2.4% | |
| Fidelity FID FDM IDX 2020 IPR - | Common Collective Trusts | — | — | $53K | 1.8% | |
| As of December 31, 2024 MFS MID CAP GRTH R6 - | Mutual Funds | — | — | $43K | 1.5% | |
| Fidelity FID INFL PR BD IDX - | Common Collective Trusts | — | — | $31K | 1.0% | |
| Partcipant Loans Interest rate range 5.25% to 10.50% - | Bonds / Notes | — | — | $19K | 0.7% | |
| Fidelity FID SMALL CAP GR K6 - | Mutual Funds | — | — | $16K | 0.5% | |
| Fidelity FID SM CAP IDX - | Common Collective Trusts | — | — | $14K | 0.5% | |
| Fidelity FID REAL ESTATE IDX - | Common Collective Trusts | — | — | $13K | 0.4% | |
| Fidelity FID MID CAP IDX - | Common Collective Trusts | — | — | $12K | 0.4% | |
| Fidelity FID LG CAP VAL IDX - | Common Collective Trusts | — | — | $7K | 0.2% | |
| Janus Henderson J H GROWTH & INC N - | Mutual Funds | — | — | $3K | 0.1% | |
| MFS INTL DIVRSN R6 - | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity FID GLB EX US IDX - | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity FID US BOND IDX - | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR - | Common Collective Trusts | — | — | $2K | <0.1% | |
| Fidelity FID INTL CAP APPR K6 - | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity FID EMRG MKTS IDX - | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds AF AMER MUTUAL R6 - 266 Goldman Sachs GS INFL PRO SECS R6 - 273 Allspring Special AS SPL MID CP VAL R6 - | Mutual Funds | — | — | $2K | <0.1% | |
| Victory Sophus VS EMERGING MKTS R6 - | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
