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. | 27-2037969 | — | PLAN SPONSOR | $174K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NS CAPITAL LLC | 26-3848164 | — | NONE | $276K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RETIREMENT TR 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $19.8M | 13.6% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $16.3M | 11.2% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $15.2M | 10.4% | |
| SCHWAB INDEXED RETIREMENT TR 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $14.3M | 9.8% | |
| SCHWAB INDEXED RETIREMENT TR 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $7.9M | 5.4% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7.3M | 5.0% | |
| SCHWAB INDEXED RETIREMENT TR 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $6.6M | 4.5% | |
| BLACKROCK EAFE EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $5.7M | 3.9% | |
| SCHWAB INDEXED RETIREMENT TR 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $5.6M | 3.8% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $5.5M | 3.8% | |
| SCHWAB INDEXED RETIREMENT TR 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $4.6M | 3.1% | |
| SCHWAB INDEXED RETIREMENT TR 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $4.3M | 2.9% | |
| Fidelity Invesments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.7M | 2.6% | |
| SCHWAB INDEXED RETIREMENT TR 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $3.7M | 2.6% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.6M | 2.5% | |
| SCHWAB INDEXED RETIREMENT TR 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $3.6M | 2.5% | |
| BlackRock High Yield Portfolio Fund Class K | Other securities | — | — | $3.6M | 2.4% | |
| BLACKROCK U.S. DEBT INDEX FUND R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2.8M | 1.9% | |
| SCHWAB INDEXED RETIREMENT TR 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $2.6M | 1.8% | |
| BLACKROCK EMERGING MARKETS EQ INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802262 / PN 008 | Common Collective Trust | — | — | $2.0M | 1.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 1.2% | |
| BLACKROCK MSCI ACWI EX-US INDEX R GREAT GRAY TRUST COMPANY · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| Vanguard Total International Bond Index Fund Admira Shares | Common Collective Trusts | — | — | $1.3M | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 0.8% | |
| Fidelity Invesments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $901K | 0.6% | |
| SCHWAB INDEXED RETIREMENT TR 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $798K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
