Original filing (PDF)20241014104251NAL0025950065001

Newport Group, Inc.

Name: Newport Group, Inc. — Mesirow Pooled Employer Plan, Form 5500 (2023)
Creator: Newport Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mesirow Pooled Employer Plan

401(k) retirement plan · Newport Group, Inc.'s Mesirow Pooled Employer Plan filed a Form 5500 for plan year 2023, with Newport Group as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Corey Martin signed Newport Group, Inc.'s 2023 Form 5500 as plan administrator.

Corey Martin — 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 Group, Inc.'s EIN is 27-2037969.

EIN 27-2037969

Plan number 008

Plan year 2023

ACK ID 20241014104251NAL0025950065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Newport Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 511K (24% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

NEWPORT GROUP, INC.

EIN

all filings

Address

35 IRON POINT CIRCLE · SUITE 300 · FOLSOM, CA · 95630

Phone

(844) 749-9981

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

008

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2W · Pooled employer plan (PEP)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	PLAN SPONSOR	$20K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL INVESTMENT MGMT	36-3429599	—	NONE	$19K	—

Investments

1 pooled fund· $0

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.