Department of Labor filing

NEWREST USA HOLDINGS, INC.

NEWREST USA HOLDINGS, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 24, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$279

Reported employer contributions per active participant.

Higher than about 55% of comparable plans
#People in the filing
1,984

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$33 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 63% of comparable plans
Investment performance
Not available

Plan assets changed 70.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions55th percentileTypical peer $244 · based on 201 comparable plans
Lower reported administrative expense63rd percentileTypical peer $43 · based on 226 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NEWREST USA HOLDINGS, INC. reported $554,190 in employer contributions across the plan and 1,984 active participants. That works out to $279 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy96%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 339.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 52.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$554,190
Participant contributions
$1,489,920
Other contributions
$53,738
Employer share of reported contributions
27.1%
Beginning assets
$1,960,579
Ending assets
$3,343,468
Ending net assets
$3,343,468
Ending liabilities
$0
Total income
$2,383,117
Total expenses
$1,000,228
Administrative expenses
$58,674
Participant loans
$195,741

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$64
2023
$62
2024
$279
Plan-paid administrative expenses per participant
2022
$21
2023
$21
2024
$33
Active participants
2022
1,172
2023
1,620
2024
1,984
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2791,9843.3M20250924050222NAL0002843731001
2023$621,6202M20241010095612NAL0020788433001
2022$641,172999K20231014082002NAL0069945682001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
5.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
822927852-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2018
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CARILLON FUNDS2024Not reportedunknown
CHARLES SCHWAB & CO., INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PHOENIX - VIRTUS2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
TIAA-CREF FUNDS2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250924050222NAL0002843731001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗