Retirement plan

NEWCOMM MANAGEMENT SERVICES RETIREMENT PLAN

Name: NEWCOMM MANAGEMENT SERVICES CORP. - NEWCOMM MANAGEMENT SERVICES RETIREMENT PLAN (2025) Form 5500
Creator: NEWCOMM MANAGEMENT SERVICES CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEWCOMM MANAGEMENT SERVICES RETIREMENT PLAN, NEWCOMM MANAGEMENT SERVICES CORP.

NEWCOMM MANAGEMENT SERVICES CORP.EIN 66-0651056Plan #001PY 2025

PO BOX 4116 - VEGA BAJA, PR 00694787-718-2600

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$466K

+44.6% from 2024

Total participants

+28.6% from 2024

Average account balance

$51,812

+12.5% from 2024

Annual return

19.54%

+4.45 pp from 2024

Benchmarks

See 9,464 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort9,464 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$466K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$52K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1590

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$14K

$1789 / participant

Other / not subdivided$14K100.0%

% of EOY assets

3.069%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,812

$102,609-49.5%

$98,090-47.2%

$138,895-62.7%

Participation rate

100.0%

82.8%+17.2pp

81.5%+18.5pp

79.9%+20.1pp

Annual return

19.54%

36.44%-16.9pp

37.05%-17.5pp

145.39%-125.9pp

Employer contribution / active EE

$7,702

$3,867+99.1%

$3,606+113.6%

$4,194+83.6%

Participant deferral / active EE

$4,182

$8,167-48.8%

$7,845-46.7%

$6,396-34.6%

Admin fee / account holder

$1,590

$11,434-86.1%

$11,815-86.5%

$12,562-87.3%

NEWCOMM MANAGEMENT SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEWCOMM MANAGEMENT SERVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion