Original filing (PDF)20241115133928NAL0001096577001

NEW GROWTH ADVISORS INC

Name: NEW GROWTH ADVISORS INC — NEW GROWTH ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: NEW GROWTH ADVISORS INC

Form 5500-SF

FILING_RECEIVED

NEW GROWTH ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 19.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW GROWTH ADVISORS INC.

Plan sponsor

Name

NEW GROWTH ADVISORS INC

EIN

31-1715804

Address

PO BOX 62609 · CINCINNATI, OH · 452620609

Phone

(513) 702-9599

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-05-10

Filed

2024-11-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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