# Newport Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newport-group-inc-401k-plan-015

> Newport Group, INC.'s 401(k) plan: 1,212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 272037969

- **Sponsor Address:** 35 IRON POINT CIRCLE, FOLSOM, CA, 95630

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

- **Total Participants:** 1,212

- **Total Assets:** $17.9M

## 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|1,212|$17.9M|$1.6M|$3.6M|

| 2023|988|$5.7M|$611,546|$1.1M|

| 2022|235|$2.3M|$215,976|$398,704|

## 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|

| NEWPORT GROUP, INC.|PLAN SPONSOR|$39,196|—|$39,196|

| QUALIFIED PLAN ADVISORS|NONE|$27,507|—|$27,507|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,703

- **Estimated Expense Ratio:** 0.374% 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|$91,554|$51,314|$31,946|—|—|

| 2023|$52,455|$16,792|$19,345|—|—|

| 2022|$32,343|—|$9,099|—|—|

## Similar Plans

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-028) — 1,164 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-014) — 1,320 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-019) — 1,072 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-020) — 1,032 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-401k-plan-003) — 1,394 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-023) — 1,017 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/newport-group-inc-401k-plan-015)

© 2026 PlanProvider.Pro