What public Form 5500 filings show about the Newport Group, Inc. 401(k) plan — and how to find and check your own account.
Newport Group, Inc. (EIN 27-2037969) reports SAVEWISETM POOLED EMPLOYER PLAN on its most recent Form 5500, with $1.8B in plan assets across 57,079 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Newport Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Newport Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT TRUST, NEWPORT GROUP CONSULTING, TWELVE POINTS WEALTH MANAGEMENT, LUTZ FINANCIAL, J M ARBOUR WEALTH MANAGEMENT, UBS FINANCIAL SERVICES.
