# Newport Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newport-group-inc-401k-plan-016

> Newport Group, INC.'s 401(k) plan: 22,638 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:** 22,638

- **Total Assets:** $431.1M

## 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|22,638|$431.1M|$21.5M|$53.2M|

| 2023|22,006|$347.2M|$15.9M|$40.9M|

| 2022|7,448|$135.9M|$5.1M|$12.6M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$21,095|—|$21,095|

### 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:** $21,095

- **Estimated Expense Ratio:** 0.005% 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|$1,945,085|$806,792|$612,530|$21,095|—|

| 2023|$1,305,830|$436,515|$495,643|$49,634|—|

| 2022|$234,185|$62,819|$163,686|—|$7,680|

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