Plan Snapshot
- Plan Sponsor: Newrest Usa Holdings, INC.
- Sponsor EIN: 822927852
- Sponsor Address: 1500 MH JACKSON SERVICE RD, ATLANTA, GA, 30354
- Plan Type: 401(k)
- Total Participants: 1,984
- Total Assets: $3.3M
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 | 1,984 | $3.3M | $554,190 | $1.5M |
| 2023 | 1,620 | $2.0M | $100,650 | $907,305 |
| 2022 | 1,172 | $999,027 | $74,450 | $692,472 |
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 |
|---|---|---|---|---|
| LARSON CERTIFIEDPUBLICACCOUNTANT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON CERTIFIEDPUBLICACCOUNTANT — 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 | $58,674 | $12,797 | — | — | — |
| 2023 | $27,538 | $6,649 | — | — | — |
| 2022 | $17,241 | — | — | — | — |