Original filing (PDF)20250624133247NAL0016809042001

NEW CLAIM DOC LLC

Name: NEW CLAIM DOC LLC — NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NEW CLAIM DOC LLC

Form 5500-SF

FILING_RECEIVED

NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

120

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW CLAIM DOC LLC.

Plan sponsor

Name

NEW CLAIM DOC LLC

EIN

81-0982959

Address

3200 WESTOWN PKWY · WEST DES MOINES, IA · 502661110

Phone

(515) 850-5015

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

2025-06-24

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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