How big is Newport Equities, LLC's plan?

Newport Equities, LLC's plan reported $75K in assets and 2 participants for 2024.

Original filing (PDF)20251014194232NAL0007284322001

Newport Equities, LLC

Name: Newport Equities, LLC — Newport Equities, LLC 401(k), Form 5500 (2024)
Creator: Newport Equities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newport Equities, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Newport Equities, LLC's Newport Equities, LLC 401(k) Profit Sharing Plan held $75K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan identifiers

Newport Equities, LLC's EIN is 32-0028065.

EIN 32-0028065

Plan number 002

Plan year 2024

ACK ID 20251014194232NAL0007284322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newport Equities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newport Equities, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWPORT EQUITIES, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score