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 | $1.1M | — |
| NEWPORT GROUP, CONSULTING | 20-4649925 | — | AFFILIATE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $37.3M | 8.7% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $36.8M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $36.2M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $33.5M | 7.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $30.7M | 7.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $29.9M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $25.3M | 5.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $24.6M | 5.7% | |
| Fidelity Investments Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $12.9M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $12.4M | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $12.4M | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $12.1M | 2.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $11.9M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $10.9M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.4% | |
| Fidelity Investments Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $8.5M | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.2M | 1.9% | |
| T. ROWE PRICE LARGE CAP GROWTH L AT - T. ROWE PRICE LARGE CAP GROWTH TRUST · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $8.1M | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $7.8M | 1.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $6.8M | 1.6% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $4.8M | 1.1% | |
| Fidelity Investments Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $4.8M | 1.1% | |
| Federated Hermes Federated Hermes Capital Pres R6 341 Vanguard Admiral Treasury Money Mkt 1 * Participant Loans Rates from 2.53% - 10.50% - | Mutual Funds | — | — | $4.7M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $4.1M | 1.0% | |
| Fidelity Investments Fidelity U.S. Bond Index | Mutual Funds | — | — | $3.9M | 0.9% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $3.8M | 0.9% | |
| Fidelity Investments Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $3.5M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.7% | |
| PRINCIPAL EQUITY INCOME A1 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $1.8M | 0.4% | |
| JOHN HANCOCK CORE PLUS FIXED INCOME JOHN HANCOCK TRUST COMPANY CIT · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| Franklin Small Cap Value GG Trust CIT | Common Collective Trusts | — | — | $1.5M | 0.3% | |
| PRINCIPAL DIVERSIFIED INTERNATIONAL PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.3% | |
| Fidelity Investments Fidelity Emerging Markets Index | Mutual Funds | — | — | $1.2M | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $1.1M | 0.2% | |
| INVESCO STABLE VALUE TRUST A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.2% | |
| COHEN & STEERS REALTY SHARES CIT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $689K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $489K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $383K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $105K | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $341 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | NONE | $31K | — |
| DOEREN MAYHEW CPAS AND ADVISORS | 38-2492570 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | NONE | $747K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | AFFILIATE | $81K | — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | NONE | $11K | — |
