401k Record

Providers › Newport Capital Group

Newport Capital Group

Plans listing this provider

15

0.03% of the 56,420 plans with Schedule H financials; 12 in 2023

Assets of those plans

$4,918,905,913

0.06% of all Schedule H plan assets

Plans where it is the recordkeeper

3

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,000,525

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 codeMeaningPlans
27Investment advisory (plan)6
16Consulting (general)5
50Direct payment from the plan4
15Recordkeeping and information management3
21Trustee (bank, trust company or similar)3
49Other services3
64Recordkeeping fees3
99Other fees3

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
NRG Affiliates Employee Savings PlanNRG Affiliate Services $2,326,387,43814,204$150,906
Essential Utilities, Inc. 401(k) PlanEssential Utilities $623,786,4943,990$263,813
Wakefern Food Corporation 401(k) Savings PlanWakefern Food $478,470,9722,360$48,692
Warner Music Group 401(k) PlanWarner Music Group $446,347,5083,176$75,826
Langan Engineering & Environmental Services Salary Savings Plan & TrustLangan $333,302,7972,403$104,594
Mitsui Sumitomo 401(k) Savings/retirement PlanMitsui Sumitomo Marine Management (U.S.A.) $176,743,390692$55,199
Genon Energy Employee Savings PlanGenon Services $151,028,292343$100,624
Morrison Cohen Retirement and Savings PlanMorrison Cohen $126,842,560231$25,960
Intesa Sanpaolo S.P.A. Employees 401(k) Savings PlanIntesa Sanpaolo S.P.A. $82,210,994226$60,000
Reinauer Transportation Companies, LLC Retirement and Investment Plan #3Reinauer Transportation Companies $74,637,786468$31,050
Reinauer Transportation Companies, LLC Retirement and Investment Plan #2Reinauer Transportation Companies $71,167,950210$30,372
GMA Accessories Inc. 401(k) and Profit Sharing PlanrecordkeeperGMA Accessories $14,624,340262$31,583
Senesco 401(k) PlanSenesco Marine $7,180,367143$3,188
Community Care Retirement Savings PlanrecordkeeperCommunity Care Companions $3,215,9441,682$9,690
Arrow Security Retirement Savings PlanrecordkeeperAron Security Inc. D/B/A Arrow $2,959,0812,196$9,028

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.