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Original filing (PDF)20251010130439NAL0008196865001
NEWPORT GROUP, INC.
Form 5500
FILING_RECEIVED
BUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,072
Accounts w/ balance
968
Plan assets (EOY)
$86.2M
Net assets (EOY)
$86.2M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 226% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWPORT GROUP, INC..
Plan sponsor
Name
NEWPORT GROUP, INC.
EIN
27-2037969
Address
35 IRON POINT CIRCLE · SUITE 300 · FOLSOM, CA · 95630
Phone
(844) 749-9981
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
019
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2W · Pooled employer plan (PEP)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM RETIREMENT SOLUTIONS | 20-8306720 | — | NONE | $351K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | PLAN SPOSNSOR | $84K | — |
| NEWPORT TRUST COMPANY | 27-4411131 | — | AFFILIATE | $15K | — |
Investments
33 direct securities· $80.6M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $10.5M | 12.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $8.1M | 9.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $7.5M | 8.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $7.4M | 8.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $6.2M | 7.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $5.8M | 6.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.7M | 5.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $4.1M | 4.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3.9M | 4.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $3.8M | 4.4% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares | — | — | — | $3.0M | 3.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.7M | 3.1% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $2.0M | 2.4% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | — | — | — | $2.0M | 2.3% | |
| Dimensional Fund Advisors DFA International Small Cap Value Portfolio Institutional Class | — | — | — | $2.0M | 2.3% | |
| Dimensional Fund Advisors DFA Short-Term Extended Quality Portfolio Institutional Class | — | — | — | $1.6M | 1.8% | |
| Vanguard Federal Money Market | — | — | — | $1.3M | 1.5% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $1.1M | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $907K | 1.1% | |
| Participants Participant Loans Rates from 3.25% to 10.5% | — | — | — | $643K | 0.7% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $606K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $268K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $111K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $72K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $56K | <0.1% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $51K | <0.1% | |
| Dimensional Fund Advisors DFA U.S. Large Cap Value III Portfolio | — | — | — | $40K | <0.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $39K | <0.1% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $32K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | — | — | — | $27K | <0.1% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value * Cash Non Interest Bearing Cash | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $7K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $7K | <0.1% |