Original filing (PDF)20250123140924NAL0006155761001

THE DEBERRY GROUP, LLC

Name: THE DEBERRY GROUP, LLC — THE DEBERRY GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE DEBERRY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE DEBERRY GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE DEBERRY GROUP, LLC.

Plan sponsor

Name

THE DEBERRY GROUP, LLC

EIN

37-1659429

Address

110 BROADWAY, SUITE 625 · SAN ANTONIO, TX · 78205

Phone

(210) 223-2772

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-19

Filed

2025-01-23

Pension benefit codes

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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