Corey Martin signed Newport Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Newport Group, Inc.'s EIN is 27-2037969.
Download the official 2024 Form 5500 (PDF) for Newport Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Newport Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl | Mutual Funds | — | — | $41.3M | 20.1% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $19.9M | 9.7% | |
| Putnam Stable Value -25 62 Vanguard Equity Income Adm | Stable Value | — | — | $17.8M | 8.6% | |
| Baird Core Plus Bond Instl | Other securities | — | — | $16.5M | 8.0% | |
| Harbor Capital Appreciation Fund Ret | Other securities | — | — | $16.3M | 7.9% | |
| American Funds American Funds Europacific Gr R6 | Mutual Funds | — | — | $14.5M | 7.1% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $13.4M | 6.5% | |
| Vanguard Extended Market Index Inst | Mutual Funds | — | — | $12.6M | 6.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $6.8M | 3.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $6.4M | 3.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $5.9M | 2.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $4.5M | 2.2% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $4.1M | 2.0% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $4.1M | 2.0% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $3.5M | 1.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $3.1M | 1.5% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $2.6M | 1.3% | |
| Participants Participant Loans Rates from 2.00% to 10.50% - | Bonds / Notes | — | — | $2.3M | 1.1% | |
| VANGUARD RETIREMENT SAVINGS TRUSTIV VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.5M | 0.7% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $1.3M | 0.6% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $1.1M | 0.6% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $1.1M | 0.6% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $926K | 0.5% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $858K | 0.4% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $819K | 0.4% | |
| PUTNAM STABLE VALUE - 25 PUTNAM STABLE VALUE FUND · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $62 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-2037969 |
| — |
| PLAN SPONSOR |
| $675K |
| — |
| NEWPORT GROUP CONSULTING, LLC | 20-4649925 | — | AFFILIATE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WINTRUST RETIREMENT BENEFIT ADVISOR | 36-3873352 | — | NONE | $25K | — |
| ASSUREDPARTNERS INVESTMENT ADVISORS | 85-0777552 | — | NONE | $17K | — |
| NAPLES ASSET MANAGEMENT COMPANY, LL | 20-2190247 | — | NONE | $15K | — |
| NOTE ADVISORS, LLC | 46-5416446 | — | NONE | $14K | — |
| WHARTONHILL ADVISORS, LLC | 46-4410362 | — | NONE | $13K | — |
| QUANTUM FINANCIAL ADVISORS | 87-3466505 | — | NONE | $12K | — |
| J.W. COLE ADVISORS, INC. | 59-3680571 | — | NONE | $8K | — |
| INTEGRITY WEALTH ADVISORS | 87-1182211 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | NONE | $159K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | AFFILIATE | $40K | — |
| J.M. ARBOUR WEALTH MANAGEMENT | 81-4614088 | — | NONE | $31K | — |
| CADENCE BANK | 64-0117230 | — | NONE | $24K | — |
| TRACTION FINANCIAL PARTNERS | 84-2313719 | — | NONE | $19K | — |
| BLAKESLEE AND BLAKESLEE FINANCIAL A | 77-0017182 | — | NONE | $18K | — |
| COMMONWEALTH FINANCIAL NETWORK | 01-0355124 | — | NONE | $17K | — |
| SUCCESSFUL RETIREMENT SOLUTIONS,LLC | 47-1579898 | — | NONE | $13K | — |
| ROBERTSON RYAN FINANCIAL SERVICES | 39-0605130 | — | NONE | $11K | — |
| RBC WEALTH MANAGEMENT | 41-1416339 | — | NONE | $8K | — |
| LEGACY WEALTH PARTNERS | 95-4794320 | — | NONE | $7K | — |
| MCADAM, LLC | 47-1994636 | — | NONE | $7K | — |
| THE BEACON GROUP OF COMPANIES | 86-0107976 | — | NONE | $7K | — |
| WARREN CAPITAL GROUP | 68-0037114 | — | NONE | $6K | — |
| FORTUNE 360 GROUP, LLC | 47-3908589 | — | NONE | $6K | — |
| COMMUNITY FINANCIAL SERVICES | 04-3626312 | — | NONE | $5K | — |
