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Recordkeeping fees per participant · largest plan, Savewisetm Pooled Employer Plan · plan year 2024
$32.54
Higher than 28% of the 1,697 plans $250M to 1B that report it.
= $423,341 / 13,011
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251218080452NAL0011426450001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218080452NAL0011426450001, received 2025-12-18
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-12-18.
Recordkeeping fees per participantheadline
$32.54
Higher than 28% of the 1,697 plans $250M to 1B that report it.
= $423,341 / 13,011
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251218080452NAL0011426450001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218080452NAL0011426450001, received 2025-12-18
Administrative expenses excluding investment management, per participant
$87.49
Higher than 68% of the 2,324 plans $250M to 1B that report it.
= $1,138,293 / 13,011
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251218080452NAL0011426450001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218080452NAL0011426450001, received 2025-12-18
Administrative expenses per participant
$149.50
Higher than 81% of the 2,405 plans $250M to 1B that report it.
= $1,945,085 / 13,011
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251218080452NAL0011426450001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218080452NAL0011426450001, received 2025-12-18
Administrative expenses as a share of assets
0.451%
Higher than 99% of the 2,407 plans $250M to 1B that report it.
= $1,945,085 / $431,139,330
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251218080452NAL0011426450001, received 2025-12-18
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251218080452NAL0011426450001, received 2025-12-18
Employer contributions per participant
$1,650
Higher than 19% of the 2,457 plans $250M to 1B that report it.
= $21,466,885 / 13,011
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251218080452NAL0011426450001, received 2025-12-18
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251218080452NAL0011426450001, received 2025-12-18
Employer share of total contributions
25.5%
Higher than 31% of the 2,459 plans $250M to 1B that report it.
= $21,466,885 / $84,268,926
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251218080452NAL0011426450001, received 2025-12-18
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251218080452NAL0011426450001, received 2025-12-18
Plan terms are not published in public filings.
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| Savewisetm Pooled Employer Plan | $431,139,330 | 13,011 | $32.54 recordkeeping fees per participant | 2024 |
| Lutz Financial Pooled Employer Plan | $368,636,491 | 4,822 | $22.06 recordkeeping fees per participant | 2024 |
| Ascensus Secure Retirement Pooled Employer Plan | $205,589,355 | 6,922 | $28.32 recordkeeping fees per participant | 2024 |
| Fiducient Advisors Pooled Employer Plan | $174,381,755 | 1,870 | $22.73 recordkeeping fees per participant | 2024 |
| Unity 401(k) Pooled Employer Plan | $145,620,048 | 1,091 | $26.14 recordkeeping fees per participant | 2024 |
| TFO Advantage Pooled Employer Plan | $130,638,026 | 2,275 | $24.40 recordkeeping fees per participant | 2024 |
| Buckingham Strategic Partners Pooled Employer Plan | $86,238,969 | 968 | $25.39 recordkeeping fees per participant | 2024 |
| Aprio Advantage Pooled Employer Plan | $55,717,677 | 1,071 | $46.45 recordkeeping fees per participant | 2024 |
| Twelve Points Pooled Employer Plan | $49,832,350 | 811 | $22.51 recordkeeping fees per participant | 2024 |
| Advisor Managed Pooled Employer Plan | $42,330,068 | 643 | $16.74 recordkeeping fees per participant | 2024 |
| MMHR 401(k) Pooled Employer Plan | $36,998,693 | 746 | $41.51 recordkeeping fees per participant | 2024 |
| Fintrust 401(k) Pooled Employer Plan | $24,100,289 | 451 | $37.66 recordkeeping fees per participant | 2024 |
| Qualified Plan Advisors Pooled Employer Plan | $17,856,854 | 599 | $11.85 recordkeeping fees per participant | 2024 |
| Ascensus-american Funds Pooled Employer Plan | $17,489,948 | 467 | $5.05 administrative expenses excl. investment management, per participant | 2024 |
| HB 3(38) Pooled Employer Plan | $16,774,034 | 822 | $17.27 recordkeeping fees per participant | 2024 |
| Advantage Pooled Employer Plan an Argent Solution | $14,808,096 | 525 | $34.71 recordkeeping fees per participant | 2024 |
| Retirement Group Pooled Employer Plan | $13,611,235 | 575 | $23.45 recordkeeping fees per participant | 2024 |
| Planmember Pooled Employer Plan | $9,762,825 | 332 | $8.49 recordkeeping fees per participant | 2024 |
| RFG Pooled Employer Plan | $9,560,908 | 314 | $18.37 recordkeeping fees per participant | 2024 |
| Allworth Financial Pooled Employer Plan | $5,729,708 | 70 | $99.16 recordkeeping fees per participant | 2024 |
| Next Generation 401(k) Pooled Employer Plan | $2,547,845 | 67 | $487.12 administrative expenses excl. investment management, per participant | 2023 |
| Truecourse 401(k) Pooled Employer Plan | $204,975 | 10 | $1,417.20 recordkeeping fees per participant | 2024 |
| Mesirow Pooled Employer Planfinal filing | $0 | 0 | 2024 | |
| Direct Advisors Pooled Employer Planfinal filing | $0 | 0 | 2024 | |
| Wealth Enhancement Group Pooled Employer Planfinal filing | $0 | 0 | 2024 |
Sponsor name as filed: NEWPORT GROUP, INC.; SEC registrant: Pension Specialists, Inc. (CIK 1528047, matched by EIN).