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NEWPORT WEALTH ADVISORS INC.

EIN 20-3582036-financial services-Latest filing 2024
Plans
1
Retirement
1
$234K assets
Welfare
0
Participants
5
100 E. SAN MARCOS BLVD., SUITE 400 - SAN MARCOS, CA 92069949-798-5759newportwealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$234K - 5 part

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Retirement#001

NEWPORT WEALTH ADVISORS 401(K) PLAN

401k

Assets$234K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEWPORT WEALTH ADVISORS 401(K) PLAN401k$234K52024
Retirement plans
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