How big is Newberg Ford 401(k) Plan's plan?

Newberg Ford 401(k) Plan's plan reported $718K in assets and 41 participants for 2023.

Original filing (PDF)20240612083117NAL0029023809001

Newberg Ford 401(k) Plan

Name: Newberg Ford 401(k) Plan — Form 5500 (2023)
Creator: Newberg Ford 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Newberg Ford 401(k) Plan held $718K in plan assets for 41 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$718K

Net assets (EOY)

$718K

People on this filing

Christopher Hulse signed Newberg Ford 401(k) Plan's 2023 Form 5500 as plan administrator.

Christopher Hulse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Newberg Ford 401(k) Plan's EIN is 93-1314146.

EIN 93-1314146

Plan number 003

Plan year 2023

ACK ID 20240612083117NAL0029023809001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Newberg Ford 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Newberg Ford 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWBERG FORD 401(K) PLAN.

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Plan health score

Top-tier plan health

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEWBERG FORD 401(K) PLAN

EIN

all filings

Address

3900 PORTLAND RD · NEWBERG, OR · 97132

Phone

(503) 538-2171

Industry

Retail Trade

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-12

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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