Original filing (PDF)20250813153330NAL0008281123001

NEW CHALLENGES, INC.

Name: NEW CHALLENGES, INC. — NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: NEW CHALLENGES, INC.

Form 5500

FILING_RECEIVED

NEW CHALLENGES EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Signals · 2

~98 bps in Sched C feesNo recordkeeper disclosed

Active participants

198

Accounts w/ balance

203

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

Decision-maker contacts

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

Plan sponsor

Name

NEW CHALLENGES, INC.

EIN

41-1937082

Address

4670 SLATER ROAD · EAGAN, MN · 55122

Phone

(651) 454-0161

Industry

Health Care & Social Assistancesee 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

2025-08-13

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)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AVANTAX RETIREMENT PLAN SERVICES	42-1447865	—	NA	$51K	—

Investments

18 direct securities· $5.1M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Growth Index Admiral Shares	—	—	—	$1.0M	20.1%
Vanguard Value Index Admiral Shares	—	—	—	$674K	13.1%
Vanguard Equity Income Admiral Shares	—	—	—	$619K	12.0%
MFS International Diversification Fund Class R6	—	—	—	$574K	11.1%

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