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Original filing (PDF)20251015101421NAL0004271361001

NEWAGESYS, INC.

Form 5500
FILING_RECEIVED
NEWAGESYS, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
150
Accounts w/ balance
213
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWAGESYS, INC..
Plan sponsor
Name
NEWAGESYS, INC.
EIN
22-3333874
Address
4390 US-1 HWY, SUITE110 · PRINCETON, NJ · 08540
Phone
(609) 919-9800
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RAM ASSOCIATES CPA'S
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$12K

Investments

32 direct securities· $3.0M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity FID FDM IDX 2035 IPR -$491K16.6%
Fidelity FID FDM IDX 2050 IPR -$446K15.1%
FID GOVT MMKT K6 Money Market -$357K12.1%
Fidelity FID FDM IDX 2055 IPR -$188K6.4%
Fidelity FID 500 INDEX -$185K6.3%
Fidelity FID FDM IDX 2040 IPR -$170K5.8%
Fidelity FID FDM IDX 2060 IPR -$165K5.6%
Fidelity FID FDM IDX 2030 IPR -$150K5.1%
Fidelity FID FDM IDX 2010 IPR - 182 * Fidelity FID FDM IDX 2015 IPR -$120K4.1%
Fidelity FID FDM IDX INC IPR - 177 * Fidelity FID LG CAP GR IDX -$108K3.7%
Fidelity FID TOTAL BOND K6 - 883 * Fidelity FID BLUE CHIP GR K6 -$97K3.3%
Fidelity FID FDM IDX 2045 IPR -$89K3.0%
Fidelity FID FDM IDX 2025 IPR -$86K2.9%
Fidelity FID FDM IDX 2065 IPR -$70K2.4%
Fidelity FID FDM IDX 2020 IPR -$53K1.8%
As of December 31, 2024 MFS MID CAP GRTH R6 -$43K1.5%
Fidelity FID INFL PR BD IDX -$31K1.0%
Partcipant Loans Interest rate range 5.25% to 10.50% -$19K0.7%
Fidelity FID SMALL CAP GR K6 -$16K0.5%
Fidelity FID SM CAP IDX -$14K0.5%
Fidelity FID REAL ESTATE IDX -$13K0.4%
Fidelity FID MID CAP IDX -$12K0.4%
Fidelity FID LG CAP VAL IDX -$7K0.2%
Janus Henderson J H GROWTH & INC N -$3K0.1%
MFS INTL DIVRSN R6 -$3K<0.1%
Fidelity FID GLB EX US IDX -$3K<0.1%
Fidelity FID US BOND IDX -$3K<0.1%
Fidelity FID FDM IDX 2070 IPR -$2K<0.1%
Fidelity FID INTL CAP APPR K6 -$2K<0.1%
Fidelity FID EMRG MKTS IDX -$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 -$2K<0.1%
Victory Sophus VS EMERGING MKTS R6 -$1K<0.1%

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