Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Newport Capital Group LLC
Newport Capital Group LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,319,934
Assets of those plans
$2,002,047,410
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,319,934
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 8 |
| 27 | Investment advisory (plan) | 7 |
| 16 | Consulting (general) | 5 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Westfield Employee Retirement Savings Plan | Ohio Farmers Insurance | $515,523,711 | 3,310 | $62,060 |
| New Jersey Resources Corporation Employees' Retirement Savings Plan | New Jersey Resources | $360,444,094 | 1,598 | $399,715 |
| Colliers Engineering & Design, Inc. 401(k) Savings & Retirement Plan | Colliers Engineering & Design | $271,748,007 | 2,831 | $130,000 |
| Pennoni Associates Inc. 401(k)/profit Sharing Plan | Pennoni Associates | $165,383,348 | 1,604 | $106,259 |
| Holiday Inn Club Vacations Incorporated Retirement Plan | Holiday Inn Club Vacations | $160,099,651 | 4,436 | $29,728 |
| Foley, Incorporated 401(k) Plan | Foley | $123,936,856 | 762 | $97,821 |
| Mcelroy, Deutsch, Mulvaney & Carpenter, LLP 401(k) Plan | Mcelroy Deutsch Mulvaney and Carpenter | $121,860,893 | 389 | $154,500 |
| Scientific Design Company, Inc. Savings Plan | Scientific Design | $70,899,456 | 192 | $30,825 |
| The 401(k) Savings Plan for the Employees of Credit Industriel ET Commercial | Credit Industriel ET Commercial | $70,503,930 | 126 | $72,552 |
| Windels Marx Lane & Mittendorf, LLP Profit Sharing 401(k) Plan | Windels Marx Lane & Mittendorf | $69,242,120 | 284 | $48,579 |
| Academy Salary Savings Plan | Academy Bus | $48,512,322 | 1,709 | $65,117 |
| Hill Wallack Retirement Plan | Hill Wallack | $23,893,022 | 193 | $122,778 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.