Original filing (PDF)20250717103730NAL0000198640001

NEWBURG & COMPANY, LLP

Name: NEWBURG & COMPANY, LLP — NEWBURG & COMPANY, LLP 401K PLAN, Form 5500 (2024)
Creator: NEWBURG & COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

NEWBURG & COMPANY, LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWBURG & COMPANY, LLP.

Plan sponsor

Name

NEWBURG & COMPANY, LLP

EIN

04-2805993

Address

95 SAWYER ROAD · WALTHAM, MA · 02453

Phone

(781) 884-4126

Industry