Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE NEWBERRY GROUP, INC.
EIN 43-1755637information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
146
26 PORTWEST CT. - SAINT CHARLES, MO 63303888-317-4438newberrygroup.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 146 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE NEWBERRY GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$7.5M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEWBERRY GROUP INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.0M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE NEWBERRY GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $7.5M | 74 | 2025 | |
| 002 | NEWBERRY GROUP INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.0M | 72 | 2024 |
Retirement plans