Newgen Operations Management LLC's EIN is 83-4612746.
Download the official 2024 Form 5500 (PDF) for Newgen Operations Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newgen Operations Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYWAYRTMT IDX RETIREMENT FD GREAT GARY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $3.8M | 19.8% | |
| MYWAYRTMT IDX 2035 FUND GREAT GARY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $3.3M | 17.4% | |
| MYWAYRTMT IDX 2030 FUND GREAT GARY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $1.9M | 10.1% | |
| MYWAYRTMT IDX 2040 FUND GREAT GARY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $1.9M | 10.1% | |
| MYWAYRTMT IDX 2045 FUND GREAT GARY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $1.6M | 8.5% | |
| MYWAYRTMT IDX 2050 FUND GREAT GARY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $1.2M | 6.2% | |
| similar party interest, collateral, part or maturity value Goldman Sachs Registered Investment Company Goldman Sachs Fin Sq Gov R6 Fd | Common Stocks | — | — | $984K | 5.1% | |
| Participant Loans Range of Interest Rates Rage from 3.25% to 9.50% 0.00 $ | Bonds / Notes | — | — | $873K | 4.6% | |
| MYWAYRTMT IDX 2055 FUND GREAT GARY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $749K | 3.9% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GARY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $727K | 3.8% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GARY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $524K | 2.7% | |
| MYWAYRTMT IDX 2060 FUND GREAT GARY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $286K | 1.5% | |
| BLACKROCK RUSS 2000 IDX CI R GREAT GARY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $263K | 1.4% | |
| BLACKROCK MID CAP EQ IDX CL1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $169K | 0.9% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GARY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $169K | 0.9% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GARY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $128K | 0.7% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $120K | 0.6% | |
| BLACKROCK U.S. TIP INDEX CL1 GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $77K | 0.4% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $62K | 0.3% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $58K | 0.3% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $53K | 0.3% | |
| MYWAYRETIREMENT BALANCED R FD GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $31K | 0.2% | |
| BLACKROCK EAFE EQ IDX CI R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $29K | 0.2% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $12K | <0.1% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $9K | <0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $9K | <0.1% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $390 | <0.1% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $56 | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $37 | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GARY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT MID CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT SM CAP VAL R GREAT GRAY TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORPORATION | 20-1054428 | — | CONTRACT ADMINISTRATOR | $0 | — |
