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Original filing (PDF)20250923132543NAL0006877424001
NEW ENGEN, INC.
Form 5500
FILING_RECEIVED
NEW ENGEN 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
385
Accounts w/ balance
376
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — 119% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ENGEN, INC..
Plan sponsor
Name
NEW ENGEN, INC.
EIN
81-3509343
Address
300 LENORA ST. · SUITE 1069 · SEATTLE, WA · 98121
Phone
(206) 536-8349
Industry
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
2025-09-23
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $31K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
Investments
28 direct securities · 1 pooled fund· $20.3M(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.
Uncategorized
$11.6M
28 holdings
Common Collective Trust
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $8.7M | 74.4% | |
| Impax Intl Sust Econ Inst'l Fd Registered Investment Company ** 489 Nuveen TIAA LC idx 2055 CI J Collective Trust | — | — | — | $2.4M | 20.1% | |
| Nuveen TIAA LC idx 2060 CI J Collective Trust | — | — | — | $1.9M | 16.4% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $1.6M | 13.3% | |
| Nuveen TIAA LC idx 2045 CI J Collective Trust | — | — | — | $1.4M | 11.9% | |
| Nuveen TIAA LC idx 2050 CI J Collective Trust | — | — | — | $1.2M | 10.7% | |
| Nuveen TIAA LC idx 2040 CI J Collective Trust | — | — | — | $740K | 6.3% | |
| Nuveen TIAA LC idx 2065 CI J Collective Trust | — | — | — | $727K | 6.2% | |
| Nuveen TIAA LC idx 2035 CI J Collective Trust | — | — | — | $321K | 2.7% | |
| Fidelity Glb ex US Index Fd Registered Investment Company | — | — | — | $308K | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Registered Investment Company | — | — | — | $134K | 1.1% | |
| Fidelity Sm Cap Index Fund Registered Investment Company | — | — | — | $134K | 1.1% | |
| AB Large Cap Growth Z Fund Registered Investment Company | — | — | — | $114K | 1.0% | |
| Fidelity Mid Cp Index Fund Registered Investment Company | — | — | — | $113K | 1.0% | |
| JP Morgan US Value R6 Fund Registered Investment Company | — | — | — | $93K | 0.8% | |
| Calvert US LC Cr Rsp Idx R6 Fd Registered Investment Company | — | — | — | $92K | 0.8% | |
| American Funds NewWorld R6 Registered Investment Company | — | — | — | $69K | 0.6% | |
| Janus Hend Mult-Sec Inc N Fd Registered Investment Company | — | — | — | $54K | 0.5% | |
| Cohen & Steers I Realty Sh Fd Registered Investment Company | — | — | — | $47K | 0.4% | |
| MFS Mid-Cap Growth R6 Fund Registered Investment Company | — | — | — | $42K | 0.4% | |
| Allspring Spec M Cap Value R6 Registered Investment Company | — | — | — | $37K | 0.3% | |
| Vanguard Fed Money Mrkt Inv Fd Registered Investment Company | — | — | — | $27K | 0.2% | |
| American Funds NewPrsp R6 Fnd Registered Investment Company | — | — | — | $23K | 0.2% | |
| maturing through January 2029 - | — | — | — | $20K | 0.2% | |
| Janus Henderson Venture I Fund Registered Investment Company | — | — | — | $12K | 0.1% | |
| Voya Intermediate Bond R6 Fund Registered Investment Company | — | — | — | $9K | <0.1% | |
| (E) | — | — | — | $9K | <0.1% | |
| Nuveen TIAA LC idx 2030 CI J Collective Trust | — | — | — | $9K | <0.1% | |
| Undisc Mgrs Behav Value R6 Fd Registered Investment Company | — | — | — | $7K | <0.1% |
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