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Companies

companyNewport Group, Inc.
26loaded plans
EIN: 27-2037969Location: CAPlans: 26Latest: 2023
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Plans

planSavewisetm Pooled Employer PlanFinancial statementProvider compensation2023 filing
$347.2Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 016Participants: 20,199Assets: $347,202,202Location: Folsom, CALatest: 2023
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planLutz Financial Pooled Employer PlanFinancial statementProvider compensation2023 filing
$291.7Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 012Participants: 4,866Assets: $291,679,383Location: Folsom, CALatest: 2023
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planAscensus Secure Retirement Pooled Employer PlanFinancial statementProvider compensation2023 filing
$130.4Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 002Participants: 7,207Assets: $130,431,820Location: Folsom, CALatest: 2023
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planUnity 401(K) Pooled Employer PlanFinancial statementProvider compensation2023 filing
$127.8Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 003Participants: 1,603Assets: $127,768,388Location: Folsom, CALatest: 2023
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planTfo Advantage Pooled Employer PlanFinancial statementProvider compensation2023 filing
$67.5Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 021Participants: 787Assets: $67,500,423Location: Folsom, CALatest: 2023
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planBuckingham Strategic Partners Pooled Employer PlanFinancial statementProvider compensation2023 filing
$56.9Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 019Participants: 966Assets: $56,935,222Location: Folsom, CALatest: 2023
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planAdvisor Managed Pooled Employer PlanFinancial statementProvider compensation2023 filing
$39.7Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 014Participants: 1,126Assets: $39,658,989Location: Folsom, CALatest: 2023
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planMmhr 401(K) Pooled Employer PlanFinancial statementProvider compensation2023 filing
$30.7Mreported assets (EOY)
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 025Participants: 1,374Assets: $30,696,673Location: Folsom, CALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Unity 401(K) Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 003Ack ID: 20241007115329NAL0015122897001
filing2023 Form 5500 — Allworth Financial Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 004Ack ID: 20241014144036NAL0044914736001
filing2023 Form 5500 — Retirement Group Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 005Ack ID: 20241011175356NAL0023363441001
filing2023 Form 5500 — Direct Advisors Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 006Ack ID: 20241014110640NAL0044266592001
filing2023 Form 5500 — Direct Advisors Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 006Ack ID: 20241014111102NAL0027117649001
filing2023 Form 5500 — Hb 3(38) Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 007Ack ID: 20241009230353NAL0020103137001
filing2023 Form 5500 — Mesirow Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 008Ack ID: 20241014104251NAL0025950065001
filing2023 Form 5500 — Ascensus Secure Retirement Pooled Employer Plan
Sponsor: Newport Group, Inc.EIN: 27-2037969Plan: 002Ack ID: 20241014104830NAL0014791091001

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