# Newport Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/newport-group-inc-plan-028

> Newport Group, INC.'s 401(k) plan: 1,164 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:** 1,164

- **Total Assets:** $49.8M

## 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|1,164|$49.8M|$1.3M|$2.9M|

| 2023|364|$23.4M|$15,699|$128,178|

## 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|

| TWELVE POINTS WEALTH MANAGEMENT|NONE|$84,580|—|$84,580|

| NEWPORT GROUP, INC.|PLAN SPONSOR|$53,369|—|$53,369|

| NEWPORT TRUST COMPANY|AFFILIATE|$5,100|—|$5,100|

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

### Verified Provider Profiles

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

- [TWELVE POINTS WEALTH MANAGEMENT](https://planprovider.pro/provider/twelve-points-wealth-management) — 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:** $143,049

- **Estimated Expense Ratio:** 0.287% 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|$143,049|$84,580|$35,115|—|—|

| 2023|—|—|—|—|—|

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