New Age Investments 401(k) Plan: Login, Facts & Contact Information

New Age Investments 401(k) Plan Facts

Plan name
NEW AGE INVESTMENTS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NEW AGE INVESTMENTS
Participants
507 (319 active employees)
Former employees with a balance
78
Plan assets
$8,808,853 at Dec 31, 2024
Average account balance
$38,134 across 231 accounts
Employer contributions
$15,365 in plan year 2024 (2% of all contributions)
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $779,728 went into the plan in contributions, $15,365 of it from the employer (2%).
  • $1.48 million was paid out to participants.
  • Investment and other income added $1.01 million.
  • Administrative expenses were $7,095, about $31 per account.

How the New Age Investments 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019371$5.99 million$5,094$413,021
2020409$6.70 million$5,852$673,179
2021439$8.07 million$15,490$429,258
2022507$7.00 million$18,282$716,839
2023505$8.55 million$17,820$725,396
2024507$8.81 million$15,365$1.48 million

New Age Investments 401(k) Contact Information

Phone
906-625-5575
Mailing address
9440 AUTOPLEX DRIVE, MONTCLAIR CA 91763
Plan sponsor
NEW AGE INVESTMENTS
Employer identification number (EIN)
95-2668746
Plan number
001

Questions about the New Age Investments 401(k)

Does New Age Investments contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $15,365, 2% of all contributions.

Does the New Age Investments 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the New Age Investments 401(k) plan?

507 participants at the start of plan year 2024, 319 of them active employees, and 78 former employees who still had money in the plan.

What is the average 401(k) balance at New Age Investments?

About $38,134 per account: $8.81 million in plan assets across 231 accounts with a balance at the end of plan year 2024.

Who manages the New Age Investments 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at New Age Investments. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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