How big is Newport Wealth Advisors Inc.'s plan?

Newport Wealth Advisors Inc.'s plan reported $234K in assets and 5 participants for 2024.

Original filing (PDF)20250718120039NAL0001725281001

Newport Wealth Advisors Inc.

Name: Newport Wealth Advisors Inc. — Newport Wealth, Form 5500 (2024)
Creator: Newport Wealth Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newport Wealth Advisors 401(k) Plan

401(k) retirement plan · Newport Wealth Advisors Inc.'s Newport Wealth Advisors 401(k) Plan held $234K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Marcus Bowie signed Newport Wealth Advisors Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newport Wealth Advisors Inc.'s EIN is 20-3582036.

EIN 20-3582036

Plan number 001

Plan year 2024

ACK ID 20250718120039NAL0001725281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newport Wealth Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newport Wealth Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWPORT WEALTH ADVISORS INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score