Nuwest Group Holdings, Llc 401(k) Plan: Login, Facts & Contact Information

Nuwest Group Holdings, Llc 401(k) Plan Facts

Plan name
TA GROUP HOLDINGS 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
NUWEST GROUP HOLDINGS, LLC
Participants
1,620 (938 active employees)
Former employees with a balance
270
Plan assets
$25,052,088 at Dec 31, 2024
Average account balance
$55,671 across 450 accounts
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2018
— 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 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.00 million went into the plan in contributions.
  • $2.79 million was paid out to participants.
  • Investment and other income added $3.80 million.
  • Administrative expenses were $103,389, about $230 per account.

How the Nuwest Group Holdings, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019468$2.07 million$1,865$70,688
2020210$2.68 million$410,399$72,657
2021279$3.48 million$0$268,825
2022624$3.38 million$0$248,025
2023759$22.1 million—$495,813
20241,620$25.1 million$0$2.79 million

Nuwest Group Holdings, Llc 401(k) Contact Information

Phone
425-602-5700
Mailing address
325 118TH AVE SE, #300, BELLEVUE WA 98005
Plan sponsor
NUWEST GROUP HOLDINGS, LLC
Employer identification number (EIN)
26-1383035
Plan number
002

Questions about the Nuwest Group Holdings, Llc 401(k)

Does Nuwest Group Holdings, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Nuwest Group Holdings, Llc 401(k) have automatic enrollment?

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

How many people are in the Nuwest Group Holdings, Llc 401(k) plan?

1,620 participants at the start of plan year 2024, 938 of them active employees, and 270 former employees who still had money in the plan.

What is the average 401(k) balance at Nuwest Group Holdings, Llc?

About $55,671 per account: $25.1 million in plan assets across 450 accounts with a balance at the end of plan year 2024.

Who manages the Nuwest Group Holdings, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Nuwest Group Holdings, Llc. How do I access my 401(k)?

Your account stays with Empower 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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