# Newmark Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newmark-group-inc-401k-plan

> Newmark Group, INC.'s 401(k) plan: 3,520 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newmark Group, INC.

- **Sponsor EIN:** 814467492

- **Sponsor Address:** 125 PARK AVENUE, NEW YORK, NY, 100175690

- **Plan Type:** 401(k)

- **Total Participants:** 3,520

- **Total Assets:** $284.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,520|$284.8M|$4.7M|$31.1M|

| 2023|3,456|$244.7M|$3.7M|$30.1M|

| 2022|3,614|$195.2M|$2.6M|$29.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$423,988|—|$423,988|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISORY|$84,141|$88|$84,229|

| ERNST AND YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY

- [ERNST AND YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $508,217

- **Estimated Expense Ratio:** 0.178% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$508,129|$84,141|$423,988|—|—|

| 2023|$434,759|$79,114|$355,645|—|—|

| 2022|$385,130|$77,173|$307,957|—|—|

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