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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $3.8M | 22.4% | |
| FLEXPATH INDEX MOD 2035 FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $3.5M | 20.6% | |
| FLEXPATH INDEX MOD 2045 FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.9M | 17.4% | |
| FLEXPATH INDEX MOD 2055 FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.5M | 15.1% | |
| FLEXPATH INDEX MOD 2065 FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $885K | 5.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $868K | 5.2% | |
| Hartford The Hartford Strategic Income Fund Class R6 | Other securities | — | — | $440K | 2.6% | |
| LARGE CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $337K | 2.0% | |
| Hartford Schroders International Stock Fund Class R5 | Other securities | — | — | $244K | 1.5% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $217K | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $196K | 1.2% | |
| Allspring Core Plus Bond Fund Class R6 | Other securities | — | — | $169K | 1.0% | |
| FLEXPATH STABLE VALUE - CL R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $124K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.5% | Bonds / Notes | — | — | $121K | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $102K | 0.6% | |
| Macquarie Small Cap Core Fund Institutional Class | Other securities | — | — | $91K | 0.5% | |
| MID CAP VALUE FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $67K | 0.4% | |
| American Funds American Funds New World Fund Class R-6 | Mutual Funds | — | — | $56K | 0.3% | |
| TIMESSQUARE MID CAP GROWTH A GLOBAL TRUST COMPANY · EIN 32-6505859 / PN 002 | Common Collective Trust | — | — | $49K | 0.3% | |
| Janus Henderson Janus Henderson Balanced Fund Class N | Mutual Funds | — | — | $29K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $26K | 0.2% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $18K | 0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $18K | 0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $17K | 0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $13K | <0.1% | |
| MFS Investments MFS Global Real Estate Fund Class R6 | Mutual Funds | — | — | $12K | <0.1% | |
| JANUS HENDERSON DEV WORLD BD CIT GREAT GRAY TRUST COMPANY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX MOD 2025 FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
