Back to filter
Original filing (PDF)20250527122627NAL0017077986001
NEW DREAM INC
Form 5500-SF
FILING_RECEIVED
NEW DREAM INC - 401(K)
401(k) retirement plan
Active participants
25
Accounts w/ balance
38
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW DREAM INC.
Plan sponsor
Name
NEW DREAM INC
EIN
46-3343980
Address
412 JEFFERSON PKWY STE 202 · LAKE OSWEGO, OR · 97035
Phone
(517) 420-8952
Industry
Custom Computer Programming· 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
2025-05-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Custom Computer Programming plans
BRIGHTLY INTERACTIVE, LLC
BRIGHTLY INTERACTIVE, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 21 participants
BAREFOOT CODERS LLC
BAREFOOT CODERS LLC 401(K) PLAN
$1.2M · 6 participants
ASSIGNAR, INC.
ASSIGNAR, INC. 401(K) PLAN
$1.2M · 34 participants
TCG DIGITAL SOLUTIONS, LLC
TCG DIGITAL SOLUTIONS, LLC 401K PLAN
$1.2M · 68 participants
OPTENSITY, INC.
OPTENSITY 401K PROFIT SHARING PLAN
$1.2M · 2 participants
HONEY HOMES, INC.
HONEY HOMES, INC. 401(K) PLAN
$1.2M · 89 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B