Newport Group, Inc.

EIN 27-2037969FOLSOM, CA

Newport Group, Inc. (EIN 27-2037969) has filed 38 Form 5500 plans with the U.S. Department of Labor, covering $1.8B in plan assets and 57,079 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed

Participants

57,079

Total assets

$1.8B

A Newport Group, Inc. employee? See the Newport Group, Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 27-2037969

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Plan	Plan #	Participants	Assets
Savewisetm Pooled Employer Plan	016	22,638	$431.1M
LUTZ Financial Pooled Employer Plan	012	4,855	$368.6M
Ascensus Secure Retirement Pooled Employer Plan	002	11,059	$205.6M
Fiducient Advisors Pooled Employer Plan	031	2,618	$174.4M
Unity 401(k) Pooled Employer Plan	003	1,394	$145.6M
TFO Advantage Pooled Employer Plan	021	2,143	$130.6M
Buckingham Strategic Partners Pooled Employer Plan	019	1,072	$86.2M
Aprio Advantage Pooled Employer Plan	023	1,017	$55.7M
Twelve Points Pooled Employer Plan	028	1,164	$49.8M
Advisor Managed Pooled Employer Plan	014	1,320	$42.3M
MMHR 401(k) Pooled Employer Plan	025	1,506	$37.0M
Fintrust 401(k) Pooled Employer Plan	020	1,032	$24.1M
Qualified Plan Advisors Pooled Employer Plan	015	1,212	$17.9M
Ascensus-American Funds Pooled Employer Plan	033	749	$17.5M
HB 3(38) Pooled Employer Plan	007	978	$16.8M
Advantage Pooled Employer Plan an Argent Solution	029	486	$14.8M
Retirement Group Pooled Employer Plan	005	739	$13.6M
RFG Pooled Employer Plan	011	273	$9.6M
Marshall & Sterling Pooled Employer Plan	026	85	$0
Moneco Advisors Pooled Employer Plan	022	200	$0
Newport Group, Inc. 401(k) Plan	032	0	$0
Next Generation 401(k) Pooled Employer Plan	009	0	$0
Truecourse 401(k) Pooled Employer Plan	018	0	$0
Plansimple Pooled Employer Plan	038	12	$0
Newport Group, Inc. PRE-Tax Flexible Benefits Plan	502	0	$0
Simplify 401(k) Pooled Employer Plan	034	25	$0
Mesirow Pooled Employer Plan	008	0	$0
Allworth Financial Pooled Employer Plan	004	0	$0
National Chamber of Commerce & Small Business Pooled Employer Plan	010	0	$0
Valorous Advisors Pooled Employer Plan	039	5	$0
Newport Group Voluntary Benefit Plan	503	0	$0
Youthrive Pooled Employer Plan	037	18	$0
Newport Group Employee Benefit Plan	501	0	$0
Direct Advisors Pooled Employer Plan	006	0	$0
Align Retirement Pathways Pooled Employer Plan	013	70	$0
ARC Pooled Employer Plan	027	409	$0
Planmember Pooled Employer Plan	017	0	$0
Wealth Enhancement Group Pooled Employer Plan	024	0	$0

Service providers reported by Newport Group, Inc.

NEWPORT GROUP NEWPORT TRUST NEWPORT GROUP CONSULTING TDC INVESTMENT ADVISORY J M ARBOUR WEALTH MANAGEMENT FIDUCIENT ADVISORS LUTZ FINANCIAL TWELVE POINTS WEALTH MANAGEMENT

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

27-2037969 is the Employer Identification Number (EIN) Newport Group, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?