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  2. NEWPORT GROUP, INC.
Sponsor portfolio

NEWPORT GROUP, INC.

EIN 27-2037969-law practice-Latest filing 2024
Plans
29
Retirement
29
$1.88B assets
Welfare
0
Participants
67,259
35 IRON POINT CIRCLE, SUITE 300 - FOLSOM, CA 95630844-749-9981newportlawgroup.orgLinkedIn1-10 employeeslaw practice
Plans on this EIN
29 filings
#016401k-$431.1M - 26,638 part#012401k-$368.6M - 6,072 part#002401k-$205.6M - 12,631 part#031401k-$174.4M - 2,787 part#003401k-$145.6M - 1,706 part#021401k-$130.6M - 2,627 part#019401k-$86.2M - 1,278 part#023401k-$55.7M - 1,355 part#028401k-$49.8M - 1,347 part#014401k-$42.3M - 1,458 part#025401k-$37.0M - 1,660 part#020401k-$24.1M - 1,151 part#015401k-$17.9M - 1,282 part#033401k-$17.5M - 824 part#007401k-$16.8M - 1,114 part#029401k-$14.8M - 577 part#005401k-$13.6M - 791 part#017401k-$9.8M - 454 part#011401k-$9.6M - 431 part#013401k-$8.8M - 81 part#004401k-$5.7M - 173 part#027401k-$4.4M - 429 part#034401k-$2.7M - 30 part#037401k-$2.0M - 24 part#039401k-$1.4M - 5 part#022401k-$1.4M - 207 part#038401k-$1.1M - 19 part#026401k-$788K - 96 part#018401k-$205K - 12 part

Retirement portfolio analytics

29 plans aggregated / $1.88B assets / 67,259 participants

Assets by plan

Share of aggregate retirement assets

23%top
  • POOLED EMPLOYER PLAN (#016)23%
  • POOLED EMPLOYER PLAN (#012)20%
  • POOLED EMPLOYER PLAN (#002)11%
  • POOLED EMPLOYER PLAN (#031)9%
  • POOLED EMPLOYER PLAN (#003)8%
  • +3 more
Total $1.88BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POOLED EMPLOYER PLAN (#016)26,638
  • POOLED EMPLOYER PLAN (#002)12,631
  • POOLED EMPLOYER PLAN (#012)6,072
  • POOLED EMPLOYER PLAN (#031)2,787
  • POOLED EMPLOYER PLAN (#021)2,627
  • POOLED EMPLOYER PLAN (#003)1,706
  • +23 more
Total 67,259Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#016

SAVEWISETM POOLED EMPLOYER PLAN

401k

Assets$431.1M
Participants26,638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

LUTZ FINANCIAL POOLED EMPLOYER PLAN

401k

Assets$368.6M
Participants6,072
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN

401k

Assets$205.6M
Participants12,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#031

FIDUCIENT ADVISORS POOLED EMPLOYER PLAN

401k

Assets$174.4M
Participants2,787
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UNITY 401(K) POOLED EMPLOYER PLAN

401k

Assets$145.6M
Participants1,706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

TFO ADVANTAGE POOLED EMPLOYER PLAN

401k

Assets$130.6M
Participants2,627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#019

BUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN

401k

Assets$86.2M
Participants1,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#023

APRIO ADVANTAGE POOLED EMPLOYER PLAN

401k

Assets$55.7M
Participants1,355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028

TWELVE POINTS POOLED EMPLOYER PLAN

401k

Assets$49.8M
Participants1,347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

ADVISOR MANAGED POOLED EMPLOYER PLAN

401k

Assets$42.3M
Participants1,458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025

MMHR 401(K) POOLED EMPLOYER PLAN

401k

Assets$37.0M
Participants1,660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

FINTRUST 401(K) POOLED EMPLOYER PLAN

401k

Assets$24.1M
Participants1,151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015

QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN

401k

Assets$17.9M
Participants1,282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

ASCENSUS-AMERICAN FUNDS POOLED EMPLOYER PLAN

401k

Assets$17.5M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

HB 3(38) POOLED EMPLOYER PLAN

401k

Assets$16.8M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#029

ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION

401k

Assets$14.8M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

RETIREMENT GROUP POOLED EMPLOYER PLAN

401k

Assets$13.6M
Participants791
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017

PLANMEMBER POOLED EMPLOYER PLAN

401k

Assets$9.8M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

RFG POOLED EMPLOYER PLAN

401k

Assets$9.6M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013

ALIGN RETIREMENT PATHWAYS POOLED EMPLOYER PLAN

401k

Assets$8.8M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ALLWORTH FINANCIAL POOLED EMPLOYER PLAN

401k

Assets$5.7M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#027

ARC POOLED EMPLOYER PLAN

401k

Assets$4.4M
Participants429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#034

SIMPLIFY 401(K) POOLED EMPLOYER PLAN

401k

Assets$2.7M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#037

YOUTHRIVE POOLED EMPLOYER PLAN

401k

Assets$2.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#039

VALOROUS ADVISORS POOLED EMPLOYER PLAN

401k

Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

MONECO ADVISORS POOLED EMPLOYER PLAN

401k

Assets$1.4M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#038

PLANSIMPLE POOLED EMPLOYER PLAN

401k

Assets$1.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#026

MARSHALL & STERLING POOLED EMPLOYER PLAN

401k

Assets$788K
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

TRUECOURSE 401(K) POOLED EMPLOYER PLAN

401k

Assets$205K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans29

Plan #NameTypeAssetsParticipantsLatest year
016SAVEWISETM POOLED EMPLOYER PLAN401k$431.1M26,6382024
012LUTZ FINANCIAL POOLED EMPLOYER PLAN401k$368.6M6,0722024
002ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN401k$205.6M12,6312024
031FIDUCIENT ADVISORS POOLED EMPLOYER PLAN401k$174.4M2,7872024
003UNITY 401(K) POOLED EMPLOYER PLAN401k$145.6M1,7062024
021TFO ADVANTAGE POOLED EMPLOYER PLAN401k$130.6M2,6272024
019BUCKINGHAM STRATEGIC PARTNERS POOLED EMPLOYER PLAN401k$86.2M1,2782024
023APRIO ADVANTAGE POOLED EMPLOYER PLAN401k$55.7M1,3552024
028TWELVE POINTS POOLED EMPLOYER PLAN401k$49.8M1,3472024
014ADVISOR MANAGED POOLED EMPLOYER PLAN401k$42.3M1,4582024
025MMHR 401(K) POOLED EMPLOYER PLAN401k$37.0M1,6602024
020FINTRUST 401(K) POOLED EMPLOYER PLAN401k$24.1M1,1512024
015QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN401k$17.9M1,2822024
033ASCENSUS-AMERICAN FUNDS POOLED EMPLOYER PLAN401k$17.5M8242024
007HB 3(38) POOLED EMPLOYER PLAN401k$16.8M1,1142024
029ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION401k$14.8M5772024
005RETIREMENT GROUP POOLED EMPLOYER PLAN401k$13.6M7912024
017PLANMEMBER POOLED EMPLOYER PLAN401k$9.8M4542024
011RFG POOLED EMPLOYER PLAN401k$9.6M4312024
013ALIGN RETIREMENT PATHWAYS POOLED EMPLOYER PLAN401k$8.8M812024
004ALLWORTH FINANCIAL POOLED EMPLOYER PLAN401k$5.7M1732024
027ARC POOLED EMPLOYER PLAN401k$4.4M4292024
034SIMPLIFY 401(K) POOLED EMPLOYER PLAN401k$2.7M302024
037YOUTHRIVE POOLED EMPLOYER PLAN401k$2.0M242024
039VALOROUS ADVISORS POOLED EMPLOYER PLAN401k$1.4M52024
022MONECO ADVISORS POOLED EMPLOYER PLAN401k$1.4M2072024
038PLANSIMPLE POOLED EMPLOYER PLAN401k$1.1M192024
026MARSHALL & STERLING POOLED EMPLOYER PLAN401k$788K962024
018TRUECOURSE 401(K) POOLED EMPLOYER PLAN401k$205K122024
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