Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEWPORT BAY WEALTH MANAGEMENT GROUP
EIN 33-4935025Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$211K assets
Welfare
0
Participants
10
450 NEWPORT CENTER DRIVE SUITE 305 - NEWPORT BEACH, CA 92660949-781-2360
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $211K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NEWPORT BAY WEALTH MANAGEMENT GROUP CASH BALANCE
CashBalance
Assets$189K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NEWPORT BAY WEALTH MANAGEMENT GROUP 401(K) PLAN
401k
Assets$22K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEWPORT BAY WEALTH MANAGEMENT GROUP CASH BALANCE | CashBalance | $189K | 5 | 2025 | |
| 001 | NEWPORT BAY WEALTH MANAGEMENT GROUP 401(K) PLAN | 401k | $22K | 5 | 2025 |
Retirement plans