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.
| 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 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
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?
| $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 |
| Valorous Advisors Pooled Employer Plan | 039 | 5 | $0 |
| Moneco Advisors Pooled Employer Plan | 022 | 200 | $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 Employee Benefit Plan | 501 | 0 | $0 |
| ARC Pooled Employer Plan | 027 | 409 | $0 |
| Newport Group Voluntary Benefit Plan | 503 | 0 | $0 |
| Newport Group, Inc. PRE-Tax Flexible Benefits Plan | 502 | 0 | $0 |
| Direct Advisors Pooled Employer Plan | 006 | 0 | $0 |
| Mesirow Pooled Employer Plan | 008 | 0 | $0 |
| Wealth Enhancement Group Pooled Employer Plan | 024 | 0 | $0 |
| Youthrive Pooled Employer Plan | 037 | 18 | $0 |
| Planmember Pooled Employer Plan | 017 | 0 | $0 |
| Marshall & Sterling Pooled Employer Plan | 026 | 85 | $0 |
| Allworth Financial Pooled Employer Plan | 004 | 0 | $0 |
| Simplify 401(k) Pooled Employer Plan | 034 | 25 | $0 |
| Newport Group, Inc. 401(k) Plan | 032 | 0 | $0 |
| National Chamber of Commerce & Small Business Pooled Employer Plan | 010 | 0 | $0 |
| Align Retirement Pathways Pooled Employer Plan | 013 | 70 | $0 |
