Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › 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.
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 6 |
| 16 | Consulting (general) | 5 |
| 50 | Direct payment from the plan | 4 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
| 99 | Other fees | 3 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| NRG Affiliates Employee Savings Plan | NRG Affiliate Services | $2,326,387,438 | 14,204 | $150,906 |
| Essential Utilities, Inc. 401(k) Plan | Essential Utilities | $623,786,494 | 3,990 | $263,813 |
| Wakefern Food Corporation 401(k) Savings Plan | Wakefern Food | $478,470,972 | 2,360 | $48,692 |
| Warner Music Group 401(k) Plan | Warner Music Group | $446,347,508 | 3,176 | $75,826 |
| Langan Engineering & Environmental Services Salary Savings Plan & Trust | Langan | $333,302,797 | 2,403 | $104,594 |
| Mitsui Sumitomo 401(k) Savings/retirement Plan | Mitsui Sumitomo Marine Management (U.S.A.) | $176,743,390 | 692 | $55,199 |
| Genon Energy Employee Savings Plan | Genon Services | $151,028,292 | 343 | $100,624 |
| Morrison Cohen Retirement and Savings Plan | Morrison Cohen | $126,842,560 | 231 | $25,960 |
| Intesa Sanpaolo S.P.A. Employees 401(k) Savings Plan | Intesa Sanpaolo S.P.A. | $82,210,994 | 226 | $60,000 |
| Reinauer Transportation Companies, LLC Retirement and Investment Plan #3 | Reinauer Transportation Companies | $74,637,786 | 468 | $31,050 |
| Reinauer Transportation Companies, LLC Retirement and Investment Plan #2 | Reinauer Transportation Companies | $71,167,950 | 210 | $30,372 |
| GMA Accessories Inc. 401(k) and Profit Sharing Planrecordkeeper | GMA Accessories | $14,624,340 | 262 | $31,583 |
| Senesco 401(k) Plan | Senesco Marine | $7,180,367 | 143 | $3,188 |
| Community Care Retirement Savings Planrecordkeeper | Community Care Companions | $3,215,944 | 1,682 | $9,690 |
| Arrow Security Retirement Savings Planrecordkeeper | Aron Security Inc. D/B/A Arrow | $2,959,081 | 2,196 | $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.