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Original filing (PDF)20251015140203NAL0004760833001
NEW ERA TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
NEW ERA 401(K) PLAN
401(k) retirement plan
Active participants
1,645
Accounts w/ balance
1,950
Plan assets (EOY)
$157.4M
Net assets (EOY)
$157.4M
How this plan invests
This plan
12 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 52% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ERA TECHNOLOGY, INC..
Plan sponsor
Name
NEW ERA TECHNOLOGY, INC.
EIN
46-3078820
Address
901 S. BOLMAR ST. · BLDG 1, STE G · WEST CHESTER, PA · 19382
Phone
(610) 696-7700
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
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)
3F · Sponsor used leased employees
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $136K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES | — | POTTSVILLE, PA | RIA | $103K | — |
Investments
26 direct securities · 12 pooled funds· $157.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$116.0M
12 holdings
Uncategorized
$39.1M
24 holdings
Mutual Funds
$1.4M
1 holding
Guaranteed Income / GIC
$941K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK LT BLEND 2040 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $19.5M | 12.4% | |
| JOHN HANCOCK LT BLEND 2035 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $19.2M | 12.2% | |
| JOHN HANCOCK LT BLEND 2030 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $16.5M | 10.5% | |
| JOHN HANCOCK LT BLEND 2045 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $16.3M | 10.3% | |
| Vanguard Growth Index Fd Adm | — | — | — | $12.4M | 7.9% | |
| JOHN HANCOCK LT BLEND 2050 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $10.0M | 6.4% | |
| JOHN HANCOCK TRUST CO 500 INDEX TRU GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 85-6153745 / PN 001 | Common Collective Trust | — | — | $9.3M | 5.9% | |
| JOHN HANCOCK LT BLEND 2025 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $8.6M | 5.5% | |
| JOHN HANCOCK LT BLEND 2055 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $5.4M | 3.4% | |
| JOHN HANCOCK LT BLEND 2020 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $4.7M | 3.0% | |
| American Funds Wash Mutual Inv Fd R6 | — | — | — | $4.1M | 2.6% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.9% | |
| American Funds New Perspective R6 | — | — | — | $3.0M | 1.9% | |
| JOHN HANCOCK LT BLEND 2060 TR R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $2.7M | 1.7% | |
| JP Morgan Equity Income R6 | — | — | — | $2.2M | 1.4% | |
| Participant loans Interest rates ranging from 2.00% - 10.00% | — | — | — | $1.9M | 1.2% | |
| John Hancock Disc Val MC R6 | — | — | — | $1.7M | 1.1% | |
| Vanguard MidCap Grwth Ind Adm | — | — | — | $1.7M | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.6M | 1.0% | |
| Vanguard Sm Cap Val Ind (Adm) | — | — | — | $1.5M | 1.0% | |
| John Hancock Bond Fund R6 | — | — | — | $1.5M | 0.9% | |
| Fidelity Gov Money Market K6 | Mutual Funds | — | — | $1.4M | 0.9% | |
| T. Rowe Price Health Sciences I | — | — | — | $948K | 0.6% | |
| * John Hancock Stable Value Guaranteed Inc | Guaranteed Income / GIC | — | — | $941K | 0.6% | |
| JOHN HANCOCK LT BLEND 2065 R2 JOHN HANCOCK TRUST COMPANY CIT · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $908K | 0.6% | |
| Vanguard Small Growth Adml | — | — | — | $847K | 0.5% | |
| Nuveen Sm Cp Blend Indx Inst | — | — | — | $842K | 0.5% | |
| John Hancock Disc Val Intl R6 | — | — | — | $779K | 0.5% | |
| American Funds EuroPacific Growth R6 | — | — | — | $635K | 0.4% | |
| John Hancock Real Estate Securities R6 | — | — | — | $633K | 0.4% | |
| Federated Hermes Int HY Bd R6 | — | — | — | $622K | 0.4% | |
| John Hancock Invest Grade Bd Fd | — | — | — | $543K | 0.3% | |
| PIMCO Glb Bd Opp US Dol Hdgd I | — | — | — | $468K | 0.3% | |
| MFS Utilities Fund (Class R3) | — | — | — | $439K | 0.3% | |
| American Funds U.S. Gov Sec R6 | — | — | — | $346K | 0.2% | |
| PIMCO Real Return Instl | — | — | — | $266K | 0.2% | |
| JP Morgan US Govt MMkt Cap Cl | — | — | — | $170K | 0.1% | |
| PIMCO Comm Real Ret Strat (I) | — | — | — | $144K | <0.1% |
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