Plan Snapshot
- Plan Sponsor: The Newberry Group, INC.
- Sponsor EIN: 431755637
- Sponsor Address: 26 PORTWEST CT., SAINT CHARLES, MO, 63303
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $5.9M
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 | 41 | $5.9M | $134,861 | $352,648 |
| 2023 | 41 | $5.0M | $130,212 | $408,947 |
| 2022 | 71 | $4.5M | $204,592 | $536,426 |