# Newport Diversified, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newport-diversified-inc-401k-plan

> Newport Diversified, INC.'s 401(k) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newport Diversified, INC.

- **Sponsor EIN:** 330074971

- **Sponsor Address:** 4695 MACARTHUR CT., SUITE 1420, NEWPORT BEACH, CA, 92660

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

- **Total Participants:** 198

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|198|$9.6M|$178,080|$499,110|

| 2023|173|$8.3M|$166,570|$487,745|

| 2022|156|$7.1M|$140,989|$422,666|

## 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|

| BEACON POINTE ADVISORS LLC|INVESTMENT ADVISOR|$26,486|—|$26,486|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,362|—|$11,362|

| KB ACTUARIAL INC|CONTRACT ADMIN|—|$8,828|$8,828|

| WITHUM SMITH & BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUM SMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,676

- **Estimated Expense Ratio:** 0.485% 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|$17,627|—|—|—|—|

| 2023|$16,118|—|—|—|—|

| 2022|$14,751|—|—|—|$14,751|

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