Original filing (PDF)20250708140449NAL0011120770001

NEWGEN NORTH AMERICA, INC.

Name: NEWGEN NORTH AMERICA, INC. — NEWGEN NORTH AMERICA, INC. 401K PLAN AND TRUST, Form 5500 (2024)
Creator: NEWGEN NORTH AMERICA, INC.

Form 5500-SF

FILING_RECEIVED

NEWGEN NORTH AMERICA, INC. 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEWGEN NORTH AMERICA, INC.

EIN

74-1792222

Address

2714 BEE CAVE ROAD SUITE 201 · AUSTIN, TX · 78746

Phone

(512) 478-5341

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