Back to filter
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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Investments
32 direct securities· $3.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2035 IPR - | — | — | — | $491K | 16.6% | |
| Fidelity FID FDM IDX 2050 IPR - | — | — | — | $446K | 15.1% | |
| FID GOVT MMKT K6 Money Market - | — | — | — | $357K | 12.1% | |
| Fidelity FID FDM IDX 2055 IPR - | — | — | — | $188K | 6.4% | |
| Fidelity FID 500 INDEX - | — | — | — | $185K | 6.3% | |
| Fidelity FID FDM IDX 2040 IPR - | — | — | — | $170K | 5.8% | |
| Fidelity FID FDM IDX 2060 IPR - | — | — | — | $165K | 5.6% | |
| Fidelity FID FDM IDX 2030 IPR - | — | — | — | $150K | 5.1% | |
| Fidelity FID FDM IDX 2010 IPR - 182 * Fidelity FID FDM IDX 2015 IPR - | — | — | — | $120K | 4.1% | |
| Fidelity FID FDM IDX INC IPR - 177 * Fidelity FID LG CAP GR IDX - | — | — | — | $108K | 3.7% | |
| Fidelity FID TOTAL BOND K6 - 883 * Fidelity FID BLUE CHIP GR K6 - | — | — | — | $97K | 3.3% | |
| Fidelity FID FDM IDX 2045 IPR - | — | — | — | $89K | 3.0% | |
| Fidelity FID FDM IDX 2025 IPR - | — | — | — | $86K | 2.9% | |
| Fidelity FID FDM IDX 2065 IPR - | — | — | — | $70K | 2.4% | |
| Fidelity FID FDM IDX 2020 IPR - | — | — | — | $53K | 1.8% | |
| As of December 31, 2024 MFS MID CAP GRTH R6 - | — | — | — | $43K | 1.5% | |
| Fidelity FID INFL PR BD IDX - | — | — | — | $31K | 1.0% | |
| Partcipant Loans Interest rate range 5.25% to 10.50% - | — | — | — | $19K | 0.7% | |
| Fidelity FID SMALL CAP GR K6 - | — | — | — | $16K | 0.5% | |
| Fidelity FID SM CAP IDX - | — | — | — | $14K | 0.5% | |
| Fidelity FID REAL ESTATE IDX - | — | — | — | $13K | 0.4% | |
| Fidelity FID MID CAP IDX - | — | — | — | $12K | 0.4% | |
| Fidelity FID LG CAP VAL IDX - | — | — | — | $7K | 0.2% | |
| Janus Henderson J H GROWTH & INC N - | — | — | — | $3K | 0.1% | |
| 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% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Data Processing, Hosting plans
ZEEKTEK, LLC
ZEEK TECHNOLOGIES LLC 401(K) PLAN
$3.0M · 67 participants
MOXE HEALTH CORPORATION
MOXE HEALTH 401(K) PLAN
$3.0M · 63 participants
DATAFORMA, INC.
DATAFORMA, INC. 401(K) PLAN
$3.0M · 31 participants
DATASEMBLY INC
DATASEMBLY 401(K) PLAN
$3.0M · 48 participants
ARCHIPELAGO ANALYTICS, INC.
ARCHIPELAGO ANALYTICS, INC. 401(K) PLAN
$3.0M · 32 participants
STERLING DATA CENTER, LLC DBA BLUEBRIDGE NETWORKS
BLUEBRIDGE NETWORKS, LLC 401(K) PLAN
$2.9M · 10 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
$22.7B
