OpenERISA

Newport Group, INC.

Folsom, CA, 95630

EIN 27-2037969
Plans
39
Total participants
139,145
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
541219
Plan sponsors in CaliforniaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500017Planmember Pooled Employer Plan0
2024Form 5500002Ascensus Secure Retirement Pooled Employer Plan11,059
2024Form 5500003Unity 401(K) Pooled Employer Plan1,394
2024Form 5500004Allworth Financial Pooled Employer Plan0
2024Form 5500004Allworth Financial Pooled Employer Plan158
2024Form 5500005Retirement Group Pooled Employer Plan739
2024Form 5500007Hb 3(38) Pooled Employer Plan978
2024Form 5500011Rfg Pooled Employer Plan273
2024Form 5500012Lutz Financial Pooled Employer Plan4,855
2024Form 5500013Align Retirement Pathways Pooled Employer Plan70
2024Form 5500014Advisor Managed Pooled Employer Plan1,320
2024Form 5500015Qualified Plan Advisors Pooled Employer Plan1,212
2024Form 5500016Savewisetm Pooled Employer Plan22,638
2024Form 5500017Planmember Pooled Employer Plan390
2024Form 5500018Truecourse 401(K) Pooled Employer Plan11
2024Form 5500018Truecourse 401(K) Pooled Employer Plan0
2024Form 5500019Buckingham Strategic Partners Pooled Employer Plan1,072
2024Form 5500020Fintrust 401(K) Pooled Employer Plan1,032
2024Form 5500021Tfo Advantage Pooled Employer Plan2,143
2024Form 5500022Moneco Advisors Pooled Employer Plan200
2024Form 5500023Aprio Advantage Pooled Employer Plan1,017
2024Form 5500024Wealth Enhancement Group Pooled Employer Plan0
2024Form 5500025Mmhr 401(K) Pooled Employer Plan1,506
2024Form 5500026Marshall & Sterling Pooled Employer Plan85
2024Form 5500027Arc Pooled Employer Plan409
2024Form 5500028Twelve Points Pooled Employer Plan1,164
2024Form 5500029Advantage Pooled Employer Plan An Argent Solution486
2024Form 5500031Fiducient Advisors Pooled Employer Plan2,618
2024Form 5500033Ascensus-American Funds Pooled Employer Plan749
2024Form 5500034Simplify 401(K) Pooled Employer Plan25
2024Form 5500037Youthrive Pooled Employer Plan18
2024Form 5500038Plansimple Pooled Employer Plan12
2024Form 5500039Valorous Advisors Pooled Employer Plan5
2023Form 5500002Ascensus Secure Retirement Pooled Employer Plan8,076
2023Form 5500003Unity 401(K) Pooled Employer Plan1,355
2023Form 5500004Allworth Financial Pooled Employer Plan368
2023Form 5500005Retirement Group Pooled Employer Plan618
2023Form 5500006Direct Advisors Pooled Employer Plan163
2023Form 5500006Direct Advisors Pooled Employer Plan0
2023Form 5500007Hb 3(38) Pooled Employer Plan710
2023Form 5500008Mesirow Pooled Employer Plan0
2023Form 5500008Mesirow Pooled Employer Plan2,429
2023Form 5500009Next Generation 401(K) Pooled Employer Plan229
2023Form 5500009Next Generation 401(K) Pooled Employer Plan0
2023Form 5500010National Chamber Of Commerce & Small Business Pooled Employer Plan0
2023Form 5500010National Chamber Of Commerce & Small Business Pooled Employer Plan9
2023Form 5500011Rfg Pooled Employer Plan359
2023Form 5500012Lutz Financial Pooled Employer Plan4,175
2023Form 5500013Align Retirement Pathways Pooled Employer Plan64
2023Form 5500014Advisor Managed Pooled Employer Plan1,055
2023Form 5500015Qualified Plan Advisors Pooled Employer Plan988
2023Form 5500016Savewisetm Pooled Employer Plan22,006
2023Form 5500017Planmember Pooled Employer Plan331
2023Form 5500018Truecourse 401(K) Pooled Employer Plan1,064
2023Form 5500019Buckingham Strategic Partners Pooled Employer Plan830
2023Form 5500020Fintrust 401(K) Pooled Employer Plan557
2023Form 5500021Tfo Advantage Pooled Employer Plan858
2023Form 5500022Moneco Advisors Pooled Employer Plan30
2023Form 5500023Aprio Advantage Pooled Employer Plan226
2023Form 5500025Mmhr 401(K) Pooled Employer Plan1,561
2023Form 5500027Arc Pooled Employer Plan32
2023Form 5500028Twelve Points Pooled Employer Plan364
2023Form 5500029Advantage Pooled Employer Plan An Argent Solution156
2023Form 5500-SF032Newport Group, INC. 401(K) Plan0
2022Form 5500002Ascensus Secure Retirement Pooled Employer Plan4,026
2022Form 5500003Unity 401(K) Pooled Employer Plan1,180
2022Form 5500004Allworth Financial Pooled Employer Plan208
2022Form 5500005Retirement Group Pooled Employer Plan114
2022Form 5500006Direct Advisors Pooled Employer Plan167
2022Form 5500007Hb 3(38) Pooled Employer Plan323
2022Form 5500008Mesirow Pooled Employer Plan1,203
2022Form 5500009Next Generation 401(K) Pooled Employer Plan335
2022Form 5500010National Chamber Of Commerce & Small Business Pooled Employer Plan9
2022Form 5500011Rfg Pooled Employer Plan191
2022Form 5500012Lutz Financial Pooled Employer Plan2,741
2022Form 5500013Align Retirement Pathways Pooled Employer Plan23
2022Form 5500014Advisor Managed Pooled Employer Plan321
2022Form 5500015Qualified Plan Advisors Pooled Employer Plan235
2022Form 5500016Savewisetm Pooled Employer Plan7,448
2022Form 5500017Planmember Pooled Employer Plan167
2022Form 5500018Truecourse 401(K) Pooled Employer Plan955
2022Form 5500019Buckingham Strategic Partners Pooled Employer Plan530
2022Form 5500032Newport Group, INC. 401(K) Plan0
2022Form 5500501Newport Group Employee Benefit Plan0
2022Form 5500502Newport Group, INC. Pre-Tax Flexible Benefits Plan0
2022Form 5500503Newport Group Voluntary Benefit Plan0
2021Form 5500001Newport Group, INC. 401(K) Plan0
2021Form 5500002Newport Secure Retirement Pooled Employer Plan4,315
2021Form 5500003Unity 401(K) Pooled Employer Plan991
2021Form 5500004Allworth Financial Pooled Employer Plan277
2021Form 5500005Cfs Capital Pooled Employer Plan95
2021Form 5500007Hb 3(38) Pooled Employer Plan12
2021Form 5500008Mesirow Pooled Employer Plan10
2021Form 5500009Next Generation 401(K) Pooled Employer Plan291
2021Form 5500010National Chamber Of Commerce & Small Business Pooled Employer Plan8
2021Form 5500011Saxon Financial Services Pooled Employer Plan99
2021Form 5500012Lutz Financial Pooled Employer Plan942
2021Form 5500013Align Retirement Pathways Pooled Employer Plan3
2021Form 5500014Advisor Managed Pooled Employer Plan128
2021Form 5500015Qualified Plan Advisors Pooled Employer Plan23
2021Form 5500016Savewise Pooled Employer Plan161
2021Form 5500017Planmember Pooled Employer Plan33
2021Form 5500018Truecourse 401(K) Pooled Employer Plan297
2021Form 5500019Buckingham Strategic Partners Pooled Employer Plan44
2021Form 5500501Newport Group Employee Benefit Plan1,457
2021Form 5500502Newport Group, INC. Pre-Tax Flexible Benefits Plan509
2020Form 5500001Newport Group, INC. 401(K) Plan1,329
2020Form 5500501Newport Group Employee Benefit Plan1,312
2020Form 5500502Newport Group, INC. Pre-Tax Flexible Benefits Plan382

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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