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Original filing (PDF)20251009201008NAL0012130400001
NEW NARRATIVE
Form 5500
FILING_RECEIVED
NEW NARRATIVE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
318
Accounts w/ balance
300
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW NARRATIVE.
Plan sponsor
Name
NEW NARRATIVE
EIN
93-0685734
Address
8915 SW CENTER ST. · TIGARD, OR · 97223
Phone
(503) 726-3690
Industry
Health Care & Social Assistancesee 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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOFFMAN STEWART & SCHMIDT, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
Investments
12 direct securities· $5.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Adm Shares of registered investment companies | — | — | — | $1.1M | 20.2% | |
| Vanguard Total Stock Mkt Inx Adm Shares of registered investment companies | — | — | — | $1.0M | 18.2% | |
| Vanguard Total Intl Stock Index Admiral Shares of registered investment companies | — | — | — | $951K | 16.7% | |
| Standard Ins Co Stable Asset Fund D Guaranteed Investment Contracts | — | — | — | $555K | 9.8% | |
| JPMorgan Equity Income R6 Shares of registered investment companies | — | — | — | $527K | 9.3% | |
| American Century Ultra R6 Shares of registered investment companies | — | — | — | $519K | 9.1% | |
| Vanguard Small Cap Index Adm Shares of registered investment companies | — | — | — | $316K | 5.6% | |
| Vanguard Mid-Cap Value Index Admiral Shares of registered investment companies | — | — | — | $190K | 3.3% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Shares of registered investment companies | — | — | — | $178K | 3.1% | |
| American Funds American Balanced R6 Shares of registered investment companies | — | — | — | $128K | 2.3% | |
| Vanguard 500 Index Adm Shares of registered investment companies | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2060 Inv Shares of registered investment companies | — | — | — | $2K | <0.1% |
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