Plan Snapshot
- Plan Sponsor: Newground International, INC.
- Sponsor EIN: 363729610
- Sponsor Address: 101 S. HANLEY ROAD, CLAYTON, MO, 63105
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $20.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 123 | $20.0M | $393,757 | $1.3M |
| 2023 | 151 | $18.7M | $390,673 | $1.4M |
| 2022 | 123 | $16.2M | $343,406 | $1.2M |
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 |
|---|---|---|---|---|
| MONETA GROUP LLC | Other Service Provider | $44,252 | — | $44,252 |
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $40,253 | — | $40,253 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $9,593 | $9,593 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,098
- Estimated Expense Ratio: 0.472% of plan assets
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 | $84,505 | $44,252 | — | — | — |
| 2023 | $75,984 | $40,964 | — | — | — |
| 2022 | $75,025 | $40,075 | — | — | — |