Newport Investments, INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Newport Investments, INC
  • Sponsor EIN: 731315475
  • Sponsor Address: 2118 S ATLANTA PLACE SUITE 201, TULSA, OK, 74114
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $2.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$2.2M$41,861$0
20233$2.0M$78,997$0
20223$1.7M$74,074$0

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