The Newberry Group, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Newberry Group, INC.
  • Sponsor EIN: 431755637
  • Sponsor Address: 26 PORTWEST COURT, ST. PETERS, MO, 63303
  • Plan Type: DC
  • Total Participants: 35
  • Total Assets: $4.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$4.0M$113,432$0
202339$4.2M$445,127$0
202268$4.6M$67,262$0

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