· 2022–2024 · DOL EFAST2

Newbury Partners LLC — Newbury Partners LLC 401(k), Form 5500 (2024)

Original filing (PDF)20250310112352NAL0009707155001

Newbury Partners LLC

Form 5500-SF

FILING_RECEIVED

Newbury Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Newbury Partners LLC's Newbury Partners LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 44 participants in 2024.

Active participants

44

Accounts w/ balance

41

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

Above-average plan

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

38

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWBURY PARTNERS LLC.

Plan sponsor

Name

NEWBURY PARTNERS LLC

EIN

86-1878307all filings

Address

1452 HUGHES ROAD, SUITE 200-126 · GRAPEVINE, TX · 76051

Phone

(603) 751-8249

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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