Employer · plans filed under one EIN
Newport Group, Inc.
Folsom, CA · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
21 retirement plans with 100 or more participants file Form 5500 under Newport Group, Inc.'s employer identification number (Folsom, California). Their latest filings total 66,819 participant records and $1.85B in net assets.
The largest is Savewisetm Pooled Employer Plan, a 401(k) plan with 26,638 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $70.6M and participant contributions $156M in the latest plan years; benefits paid were $149M. Schedule C compensation reported to service provider organisations totalled $7.1M.
Combined net assets moved from $490M in 2022 to $1.85B in 2024 (up 278%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Savewisetm Pooled Employer Plan | 401(k) plan | 2024 | 26,638 | $431M | $16,185 | $948 | $2.0M |
| Ascensus Secure Retirement Pooled Employer Plan | 401(k) plan | 2024 | 12,631 | $206M | $16,277 | $965 | $1.2M |
| Lutz Financial Pooled Employer Plan | 401(k) plan | 2024 | 6,072 | $369M | $60,711 | $2,646 | $1.1M |
| Fiducient Advisors Pooled Employer Plan | 401(k) plan | 2024 | 2,787 | $174M | $62,570 | $1,309 | $113K |
| Tfo Advantage Pooled Employer Plan | 401(k) plan | 2024 | 2,627 | $131M | $49,729 | $2,122 | $521K |
| Unity 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,706 | $146M | $85,358 | $1,846 | $449K |
| MMHR 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,660 | $37.0M | $22,288 | $773 | $229K |
| Advisor Managed Pooled Employer Plan | 401(k) plan | 2024 | 1,458 | $42.3M | $29,033 | $1,131 | $190K |
| Aprio Advantage Pooled Employer Plan | 401(k) plan | 2024 | 1,355 | $55.7M | $41,120 | $1,046 | $199K |
| Twelve Points Pooled Employer Plan | 401(k) plan | 2024 | 1,347 | $49.8M | $36,995 | $1,151 | $143K |
| Qualified Plan Advisors Pooled Employer Plan | 401(k) plan | 2024 | 1,282 | $17.9M | $13,929 | $1,296 | $67K |
| Buckingham Strategic Partners Pooled Employer Plan | 401(k) plan | 2024 | 1,278 | $86.2M | $67,480 | $2,926 | $449K |
| Fintrust 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,151 | $24.1M | $20,939 | $601 | $128K |
| HB 3(38) Pooled Employer Plan | 401(k) plan | 2024 | 1,114 | $16.8M | $15,057 | $1,300 | $74K |
| Ascensus-American Funds Pooled Employer Plan | 401(k) plan | 2024 | 824 | $17.5M | $21,226 | $25 | $0 |
| Retirement Group Pooled Employer Plan | 401(k) plan | 2024 | 791 | $13.6M | $17,208 | $1,872 | $62K |
| Advantage Pooled Employer Plan an Argent Solution | 401(k) plan | 2024 | 577 | $14.8M | $25,664 | $1,665 | $62K |
| Planmember Pooled Employer Plan | 401(k) plan | 2024 | 454 | $9.8M | $21,504 | $1,367 | $40K |
| RFG Pooled Employer Plan | 401(k) plan | 2024 | 431 | $9.6M | $22,183 | $2,482 | $63K |
| Arc Pooled Employer Plan | 401(k) plan | 2024 | 429 | — | — | — | $0 |
| Moneco Advisors Pooled Employer Plan | 401(k) plan | 2024 | 207 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 21 | 66,819 | $1.85B | $70.6M | $156M |
| 2023 | 17 | 50,438 | $1.16B | $40.5M | $93.5M |
| 2022 | 11 | 19,932 | $490M | $17.6M | $39.5M |
| 2021 | 6 | 8,056 | $0 | $0 | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Newport Group, Inc. | Claims processing; Contract Administrator; Plan Administrator; Named fiduciary | 18 | $3,215,136 |
| Creative Planning, LLC | Investment advisory (plan) | 1 | $747,136 |
| Lutz Financial | Investment advisory (plan) | 1 | $649,786 |
| Buckingham Retirement Solutions | Investment advisory (plan) | 1 | $350,610 |
| TDC Investment Advisory | Investment advisory (plan) | 1 | $339,494 |
| NS Capital LLC | Investment advisory (plan) | 1 | $275,608 |
| Newport Trust Company | Trustee (bank, trust company, or similar financial institution); Trustee (directed) | 9 | $263,007 |
| LPL Financial | Investment advisory (plan) | 1 | $159,048 |
| UBS Financial Services Inc. | Investment advisory (plan) | 1 | $116,936 |
| Aprio Wealth Management, LLC | Investment advisory (plan) | 1 | $95,388 |
| Regal Financial, LLC | Investment advisory (plan) | 1 | $91,253 |
| Twelve Points Wealth Management | Investment advisory (plan) | 1 | $84,580 |
| Fintrust Capital Advisors, LLC. | Investment advisory (plan) | 1 | $59,917 |
| Newport Group, Consulting | Investment advisory (participants); Investment advisory (plan) | 2 | $43,821 |
| The Rosselot Financial Group | Investment advisory (plan) | 1 | $43,372 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Newport Group, Inc. have?
21 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Savewisetm Pooled Employer Plan, Ascensus Secure Retirement Pooled Employer Plan, Lutz Financial Pooled Employer Plan and Fiducient Advisors Pooled Employer Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Newport Group, Inc. contribute to its plans?
$70,607,881 in employer contributions across these plans in their latest plan years, about $1,233 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Newport Group, Inc., Creative Planning, LLC, Lutz Financial and Buckingham Retirement Solutions and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.