NEWPORT WEALTH ADVISORS INC. 401(k) Plan
What public Form 5500 filings show about the NEWPORT WEALTH ADVISORS INC. 401(k) plan — and how to find and check your own account.
The NEWPORT WEALTH ADVISORS INC. 401(k) on its latest Form 5500
NEWPORT WEALTH ADVISORS INC. (EIN 20-3582036) reports NEWPORT WEALTH ADVISORS 401(K) PLAN on its most recent Form 5500, with $234K in plan assets across 5 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 WEALTH ADVISORS INC. filing — schedules, fees, and providers.
Who runs the NEWPORT WEALTH ADVISORS INC. 401(k)?
NEWPORT WEALTH ADVISORS INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask NEWPORT WEALTH ADVISORS INC.HR for the recordkeeper’s name and login.
How to check your NEWPORT WEALTH ADVISORS INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask NEWPORT WEALTH ADVISORS INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).