Plan Snapshot
- Plan Sponsor: New Restoration And Recovery S
- Sponsor EIN: 450971227
- Sponsor Address: 630 DAVIS DR STE 160, MORRISVILLE, NC, 275606849
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 207 | $5.4M | $471,847 | $949,718 |
| 2023 | 197 | $4.1M | $431,816 | $852,937 |
| 2022 | 169 | $2.7M | $390,715 | $766,519 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $33,500 | $13,797 | $18,843 | — | — |
| 2023 | $22,866 | $9,705 | $12,301 | — | — |
| 2022 | $27,850 | $10,444 | $17,406 | — | — |