# Newport Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newport-group-inc-plan-014

> Newport Group, INC.'s 401(k) plan: 1,320 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:** 1,320

- **Total Assets:** $42.3M

## 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|1,320|$42.3M|$1.5M|$3.8M|

| 2023|1,055|$39.7M|$1.5M|$2.9M|

| 2022|321|$24.7M|$865,873|$1.3M|

## 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|

| UBS FINANCIAL SERVICES INC.|NONE|$116,936|—|$116,936|

| NEWPORT GROUP, INC.|PLAN SPONSOR|$67,737|—|$67,737|

| NEWPORT TRUST COMPANY|AFFILIATE|$5,360|—|$5,360|

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

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC.](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [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:** $190,033

- **Estimated Expense Ratio:** 0.449% 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|$190,033|$118,783|$55,127|—|—|

| 2023|$141,936|$92,949|$33,351|—|—|

| 2022|$98,153|$72,119|$23,693|—|$2,341|

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