# Newport Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newport-group-inc-401k-plan-018

> Newport Group, INC.'s 401(k) plan: 0 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:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$0|$0|

| 2024|11|$204,975|$1.0M|$2.2M|

| 2023|1,064|$15.8M|$1.2M|$2.7M|

| 2022|955|$10.0M|$556,081|$1.1M|

## 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|—|—|$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:** $0

### 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|

| 2025|$209,071|—|$1,307|—|—|

| 2024|$211,625|$55,815|$137,479|—|—|

| 2023|$96,376|$36,036|$57,571|—|—|

| 2022|$29,094|$6,700|$21,751|—|$643|

## Similar Plans

- [Hdl Coren & Cone, INC.](https://planprovider.pro/companies/hdl-coren-cone-plan) — 12 participants

- [Newport Group, INC.](https://planprovider.pro/companies/newport-group-inc-plan-010) — 9 participants

- [Owens, Moskowitz And Associates, INC., Certified Public Accountants](https://planprovider.pro/companies/owens-moskowitz-and-associates-inc-certified-public-accountants-plan) — 9 participants

- [Crown Advisory Group, INC.](https://planprovider.pro/companies/crown-advisory-group-inc-401k-plan) — 8 participants

- [Leonard Business Management, INC.](https://planprovider.pro/companies/leonard-business-management-inc-401k-plan) — 7 participants

- [California Retirement Plans, INC.](https://planprovider.pro/companies/california-retirement-plans-inc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/newport-group-inc-401k-plan-018)

© 2026 PlanProvider.Pro