How big is New Beginnings' plan?

New Beginnings' plan reported $1.0M in assets and 57 participants for 2024.

Original filing (PDF)20250909121148NAL0020224449001

New Beginnings

Name: New Beginnings — New Beginnings 403(b) Plan, Form 5500 (2024)
Creator: New Beginnings
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Beginnings 403(b) Plan

403(b) retirement plan · New Beginnings' New Beginnings 403(b) Plan held $1.0M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Tracy Naldrett signed New Beginnings' 2024 Form 5500 as plan administrator.

Tracy Naldrett — Plan Administrator — Form 5500 signer
AJA Osita — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

New Beginnings' EIN is 91-1005916.

EIN 91-1005916

Plan number 001

Plan year 2024

ACK ID 20250909121148NAL0020224449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Beginnings from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Beginnings' plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW BEGINNINGS.

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Plan health score

Above-average plan

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