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Original filing (PDF)20250411114858NAL0038093536001
NEW ROAD SCHOOLS OF NEW JERSEY, INC.
Form 5500
FILING_RECEIVED
NEW ROAD SCHOOLS OF NEW JERSEY, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
148
Accounts w/ balance
122
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
18 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ROAD SCHOOLS OF NEW JERSEY, INC..
Plan sponsor
Name
NEW ROAD SCHOOLS OF NEW JERSEY, INC.
EIN
22-3449747
Address
3071-A BORDENTOWN AVENUE · PARLIN, NJ · 08859
Phone
(732) 390-0303
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
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)
Auditor
NISIVOCCIA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $26K | — |
Investments
18 pooled funds· $7.9M(56% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2.6M | 18.4% |
| MASSMUTUAL SELECT TRP RET 2025 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.2M | 8.7% |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $838K | 5.9% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $729K | 5.2% |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $642K | 4.6% |
| T. ROWE PRICE NEW HORIZONS I T. ROWE PRICE · EIN 90-0779283 / PN 000 | Pooled Separate Account | $492K | 3.5% |
| INVESCO SMALL CAP VALUE Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $281K | 2.0% |
| MASSMUTUAL SELECT TRP RET 2045 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $233K | 1.7% |
| MASSMUTUAL SELECT TRP RET 2040 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $208K | 1.5% |
| MASSMUTUAL SELECT TRP RET 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $193K | 1.4% |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $168K | 1.2% |
| MASSMUTUAL SELECT TRP RET 2030 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $133K | 0.9% |
| MASSMUTUAL SELECT TRP RET 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $58K | 0.4% |
| MASSMUTUAL SELECT TRP RET 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $25K | 0.2% |
| MASSMUTUAL SELECT TRP RET 2015 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $13K | <0.1% |
| MASSMUTUAL SELECT TRP RTRMNT BAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $12K | <0.1% |
| MASSMUTUAL SELECT TRP RET 2060 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $8K | <0.1% |
| MASSMUTUAL SELECT TRP RET 2055 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | $129 | <0.1% |