Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEWPORT DENTAL GROUP, INC.
EIN 61-1535768medical practiceLatest filing 2024
Plans
2
Retirement
2
$189K assets
Welfare
0
Participants
6
1835 NEWPORT BLVD STE E267 - COSTA MESA, CA 92627949-574-0100newportdentalgroup.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $189K assets / 6 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#001
NEWPORT DENTAL GROUP CASH BALANCE PLAN
CashBalance
Assets$178K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEWPORT DENTAL GROUP PROFIT SHARING PLAN
ProfitSharing
Assets$12K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEWPORT DENTAL GROUP CASH BALANCE PLAN | CashBalance | $178K | 3 | 2024 | |
| 002 | NEWPORT DENTAL GROUP PROFIT SHARING PLAN | ProfitSharing | $12K | 3 | 2024 |
Retirement plans