Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Newport Capital Group
Newport Capital Group
- Service provider, as named on Schedule C
- EIN 861109193
- Plan year 2024
- Direct compensation reported $1,679,122
Assets of those plans
$2,840,969,740
0.04% 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
$1,679,122
79% 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 |
|---|---|---|
| 27 | Investment advisory (plan) | 15 |
| 99 | Other fees | 6 |
| 50 | Direct payment from the plan | 5 |
| 15 | Recordkeeping and information management | 3 |
| 64 | Recordkeeping fees | 3 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 49 | Other services | 2 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tmna, Inc. 401(k) Plan | Tokio Marine North America | $819,690,558 | 4,085 | $340,151 |
| TP Icap 401(k) Plan | TP Icap Americas Holdings | $598,813,275 | 1,995 | $67,500 |
| Withumsmith+brown 401(k) Employee Savings Plan | Withumsmith+brown | $326,110,838 | 2,304 | $78,783 |
| Connell Foley, LLP Employees 401(k) Profit Sharing Planrecordkeeper | Connell Foley | $145,289,665 | 340 | $78,930 |
| Kaseya 401(k) Profit Sharing Plan | Kaseya US | $143,698,112 | 3,176 | $302,943 |
| Holtec International Profit Sharing Plan and Trust | Holtec International | $136,663,754 | 1,675 | $77,464 |
| Sughrue Mion, PLLC 401(k) Plan | Sughrue Mion | $129,971,997 | 263 | $92,332 |
| Village Super Market, Inc. Employees Thrift Savings Plan | Village Super Market | $105,856,751 | 824 | $99,259 |
| Gellert Global Group Retirement Plan | Gellert Global Group | $85,285,261 | 576 | $225,939 |
| Joseph Jingoli & Son, Inc. 401(k) Plan | Joseph Jingoli & Son | $65,724,668 | 543 | $0 |
| Goldberg Lindsay & Co. LLC 401(k) Profit Sharing Plan | Goldberg Lindsay | $61,828,690 | 134 | $62,500 |
| DLB Associates 401(k) Savings and Investment Plan | DLB Associates Consulting Engineers | $61,132,863 | 378 | $0 |
| The Everfast, Inc. 401(k) Retirement Planrecordkeeper | Everfast | $39,301,011 | 307 | $62,560 |
| UMH Properties, Inc. 401(k) Plan | UMH Properties | $34,186,343 | 563 | $0 |
| French & Parrello Associates, P.A. 401(k) Savings Plan | French & Parrello Associates | $31,491,883 | 257 | $107,564 |
| Builders General Supply Company Employees Savings and Investment Plan | Builders General Supply | $21,627,244 | 147 | $0 |
| GMA Accessories Inc. 401(k) and Profit Sharing Planrecordkeeper | GMA Accessories | $14,624,340 | 262 | $32,299 |
| Alma Bank 401(k) Profit Sharing Plan | Alma Bank | $12,880,354 | 201 | $34,023 |
| Carlisle Etcetera LLC 401(k) Plan | Carlisle Etcetera | $6,792,133 | 120 | $16,875 |
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.