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 | $158K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TDC INVESTMENT ADVISORY | 20-1017513 | — | NONE | $339K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DFA U.S. Core Equity II Fund Instl | Mutual Funds | — | — | $22.0M | 16.8% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $11.9M | 9.1% | |
| DFA International Core Eqty 2 Port | Mutual Funds | — | — | $10.6M | 8.1% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.2M | 7.0% | |
| Nuveen Large Cap Growth Index R6 | Mutual Funds | — | — | $7.3M | 5.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $7.1M | 5.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.9M | 5.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.9M | 4.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $5.6M | 4.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.3M | 3.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $4.3M | 3.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $4.0M | 3.0% | |
| DFA Emerging Markets Core Eqty 2 Port | Mutual Funds | — | — | $3.8M | 2.9% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $3.7M | 2.9% | |
| The Standard APEX Capital Preservation Income Fd AA | Other securities | — | — | $2.8M | 2.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.6M | 2.0% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $2.5M | 1.9% | |
| Vanguard Developed Mkts Index Adm | Mutual Funds | — | — | $2.5M | 1.9% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $2.3M | 1.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.1M | 1.6% | |
| Participants Participant Loans Rates from 3.25% to 10.25% | Bonds / Notes | — | — | $2.0M | 1.5% | |
| Vanguard Small-Cap Growth Index Adm | Mutual Funds | — | — | $1.4M | 1.1% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $1.3M | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $997K | 0.8% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $974K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $841K | 0.6% | |
| Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $812K | 0.6% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $398K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $264K | 0.2% | |
| GALLIARD RETIREMENT INCOME FUND GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $253K | 0.2% | |
| Metlife GAC-25053 Class 0 | Other securities | — | — | $207K | 0.2% | |
| METLIFE STABLE VALUE CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $207K | 0.2% | |
| The Standard APEX Capital Preservation Income Fd A1 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | AFFILIATE | $23K | — |
