Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEW GENERATION BROKERAGE
EIN 32-0473244Transportation and WarehousingLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
10
4970 ROBERT J MATHEWS PARKWAY, SUITE 100 - EL DORADO HILLS, CA 95762371-640-2020
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NEW GENERATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$665K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEW GENERATION 401K PROFIT SHARING PLAN
401k
Assets$611K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEW GENERATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $665K | 5 | 2025 | |
| 001 | NEW GENERATION 401K PROFIT SHARING PLAN | 401k | $611K | 5 | 2025 |
Retirement plans