How big is Newer Beginnings' plan?

Newer Beginnings' plan reported $849K in assets and 68 participants for 2024.

Original filing (PDF)20250711141053NAL0004730595001

Newer Beginnings

Name: Newer Beginnings — Form 5500 (2024)
Creator: Newer Beginnings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newer Beginnings

401(k) retirement plan · Newer Beginnings held $849K in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$849K

Net assets (EOY)

$849K

People on this filing

LISA Perelshtein signed Newer Beginnings' 2024 Form 5500 as plan administrator.

LISA Perelshtein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newer Beginnings' EIN is 27-2081667.

EIN 27-2081667

Plan number 001

Plan year 2024

ACK ID 20250711141053NAL0004730595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newer Beginnings from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newer Beginnings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWER BEGINNINGS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score