· 2022–2024 · DOL EFAST2

NEWPORT INVESTMENT ADVISORS, INC. — NEWPORT INVESTMENT ADVISORS INC EMP PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250922152106NAL0004868321001

NEWPORT INVESTMENT ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

NEWPORT INVESTMENT ADVISORS INC EMP PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEWPORT INVESTMENT ADVISORS, INC.

EIN

34-1625359all filings

Address

23775 COMMERCE PARK STE 3 · BEACHWOOD, OH · 441225836

Phone

(216) 514-5151

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JWTT INC. CASH BALANCE PLAN

$737K · 3 participants

CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC

CORNERSTONE WEALTH 401(K) PLAN

$742K · 4 participants

HEARTLAND INVESTMENT U S A INC

HEARTLAND INVESTMENT U S A INC 401(K) PROFIT SHARING PLAN & TRUST

$742K · 10 participants

PURSUIT WEALTH GROUP

PURSUIT WEALTH GROUP 401(K) PLAN AND TRUST

$742K · 14 participants

LEONIS PRINCIPAL LLC

LEONIS PARTNERS 401(K) PLAN

$733K · 18 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.