# Newbury Management Company Dba/Newbury Living 401(k) Plan
Source: https://planprovider.pro/companies/newbury-management-company-dba-newbury-living-401k-plan

> Newbury Management Company Dba/Newbury Living's 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newbury Management Company Dba/Newbury Living

- **Sponsor EIN:** 421350076

- **Sponsor Address:** 3408 WOODLAND, SUITE 504, WEST DES MOINES, IA, 502666506

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **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|133|$5.4M|$167,724|$498,768|

| 2023|141|$4.8M|$163,712|$443,645|

| 2022|137|$4.2M|$138,768|$391,706|

## 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|

| MHCS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MHCS P.C.](https://planprovider.pro/provider/mhcs-pc) — 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|$57,456|$54,121|—|—|—|

| 2023|$49,477|$34,661|—|—|—|

| 2022|$53,175|$51,075|—|—|—|

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