How big is Newport Partners, LLC's plan?

Newport Partners, LLC's plan reported $1.5M in assets and 193 participants for 2024.

Original filing (PDF)20250811125934NAL0016375346001

Newport Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Newport Partners 401(k) Plan

401(k) retirement plan · Newport Partners, LLC's Newport Partners 401(k) Plan held $1.5M in plan assets for 193 participants in 2024.

Signals · 1

No auditor on file

Active participants

193

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

JONG LIMB signed Newport Partners, LLC's 2024 Form 5500 as plan administrator.

JONG LIMB — 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 Partners, LLC's EIN is 33-0789277.

EIN 33-0789277

Plan number 001

Plan year 2024

ACK ID 20250811125934NAL0016375346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score