Original filing (PDF)20250813143441NAL0025685122001

NEW DIRECTION CAPITAL, LLC

Name: NEW DIRECTION CAPITAL, LLC — NEW DIRECTION CAPITAL, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEW DIRECTION CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

NEW DIRECTION CAPITAL, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW DIRECTION CAPITAL, LLC.

Plan sponsor

Name

NEW DIRECTION CAPITAL, LLC

EIN

74-3238754

Address

504 IDLEWILD CIRCLE · MEDIA, PA · 19063

Phone

(484) 431-3610

Industry

Finance & Insurancesee 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

2G · Total participant-directed accounts

2J · 401(k) feature

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 providers

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