# The Newberry Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-newberry-group-inc-401k-plan

> The Newberry Group, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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