Newbury Comics 401(k) match, vesting and fees
What Newbury Comics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Osaic Wealth, Inc. | Schedule C ↗ |
| Independent auditor | Worthington Hughes & Hoar P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $27.1M at the end of plan year 2021 to $34M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 370 | $34M | $254K | $1,174 | 0.12% | Not published | Form 5500 ↗ |
| 2024 | 333 | $29.6M | $236K | $1,053 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 352 | $25.9M | $243K | $1,018 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 356 | $21.2M | $243K | $1,009 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 329 | $27.1M | $140K | $673 | 0.13% | Not published | Form 5500 ↗ |
Common questions
Does Newbury Comics match 401(k) contributions?
The match terms for the Newbury Comics Employee Benefit Trust have not been published from its filing yet. The plan year 2025 filing reports $254K in employer contributions, about $1,174 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Newbury Comics 401(k) match vested?
The vesting schedule for the Newbury Comics Employee Benefit Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Newbury Comics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Osaic Wealth, Inc.. The plan administrator is Newbury Comics, Inc..
I left Newbury Comics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Newbury Comics, Inc., (617) 254-1666) or the recordkeeper, Osaic Wealth, Inc.. The Newbury Comics old 401(k) page lists the contacts from every plan filing. Find an old Newbury Comics 401(k)
Data from the public Form 5500 annual reports Newbury Comics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Newbury Comics. Not financial advice. Report a correction · Methodology