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Original filing (PDF)20251014111109NAL0002714913001
NEW LIFE SOLUTION, INC.
Form 5500
FILING_RECEIVED
MEQUILIBRIUM 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
121
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
23 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
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW LIFE SOLUTION, INC..
Plan sponsor
Name
NEW LIFE SOLUTION, INC.
DBA
MEQUILIBRIUM
EIN
30-0734167
Address
68 HARRISON AVE., STE. 605 · PMB 25958 · BOSTON, MA · 02111
Phone
(617) 916-1262
Industry
Software Publishers· 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THAYER PARTNERS LLC. | — | WESTERVILLE, OH | NONE | $9K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
23 direct securities· $7.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.4M | 19.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $791K | 10.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $768K | 10.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $677K | 9.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $665K | 8.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $663K | 8.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $632K | 8.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $451K | 6.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $264K | 3.5% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $194K | 2.6% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $152K | 2.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $150K | 2.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $143K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $126K | 1.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $94K | 1.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $78K | 1.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $68K | 0.9% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $49K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $23K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $22K | 0.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $9K | 0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Materials Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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