Original filing (PDF)20260722120629NAL0012534993001

Newgen Strategies & Solutions, LLC

Name: Newgen Strategies & Solutions, LLC — Newgen Strategi, Form 5500 (2025)
Creator: Newgen Strategies & Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newgen Strategies & Solutions 401(k) Profit Sharing Plan

401(k) retirement plan · Newgen Strategies & Solutions, LLC's Newgen Strategies & Solutions 401(k) Profit Sharing Plan held $9.3M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWGEN STRATEGIES & SOLUTIONS, LLC.

Plan sponsor

Name

NEWGEN STRATEGIES & SOLUTIONS, LLC

EIN

46-0863326all filings

Address

225 UNION BLVD · STE 450 · LAKEWOOD, CO · 80228

Phone

(972) 680-2000

Industry

Professional & Technical Services

Plan administrator