New American Funding 401(k) plan

New American Funding, LLC, Tustin, CA. EIN 01-0726495. Annual reports 2011–2024. Also filed as Broker Solutions, Inc; Broker Solutions, Inc.

New American Funding, LLC has one active retirement plan on file, the New American Funding, LLC 401(k) Plan, with 5,200 participants and $148 million in assets in 2024. ADP has been its recordkeeper since 2011. No traditional pension plan appears in New American Funding's filings since 2011.

Active plans: 1
Participants: 5,200
Plan assets: $148 million
401(k) recordkeeper: ADP
Plans on file: 1
Industry: Finance and insurance

The plan

New American Funding, LLC 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 01-0726495
Participants (2024): 5,200
Net assets (2024): $148 million
Recordkeeper: ADP2011–2024
Plan administrator: New American Funding, LLC
14511 Myford Road, Suite 100
Tustin, CA 92780
(949) 386-5466As filed for 2024
In effect since: January 1, 2011

Earlier sponsor: Broker Solutions, Inc (2011–2021).

Earlier plan names: New American Funding 401(k) Plan; New American Funding, LLC 401(k).

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,200	$148 million	ADP
2023	4,201	$121 million	ADP
2022	4,170	$97.8 million	ADP
2021	4,682	$103 million	ADP
2020	4,610	$76.2 million	ADP
2019	3,242	$50.5 million	ADP
2018	2,984	$33.5 million	ADP
2017	2,624	$28.5 million	ADP
2016	2,338	$17.8 million	ADP
2015	1,993	$9.3 million	ADP
2014	1,399	$4.2 million	ADP
2013	851	$2.1 million	ADP
2012	580	$746,424	ADP
2011	339	$155,650	ADP

If you had money in one of these plans

Call ADP (adp.com), which runs the New American Funding, LLC 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((949) 386-5466). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

New American Funding, LLC 401(k) Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in CA