Plan Snapshot
- Plan Sponsor: Newport Harbor Corporation
- Sponsor EIN: 050191225
- Sponsor Address: 300 METRO CENTER BLVD SUITE 100, WARWICK, RI, 02886
- Plan Type: DC
- Total Participants: 925
- Total Assets: $71.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 925 | $71.2M | $3.8M | $0 |
| 2023 | 884 | $63.6M | $3.5M | $0 |
| 2022 | 824 | $52.5M | $3.3M | $0 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, 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 |
|---|---|---|---|---|---|
| 2024 | $24,200 | — | — | — | — |
| 2023 | $32,835 | — | — | — | — |
| 2022 | $12,150 | — | — | — | $12,150 |