Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Newfront Retirement Services Inc.
Most often reported for investment advisory and management
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. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Newfront Retirement Services Inc. is named as a service provider on the Schedule C of 72 retirement plans with 100 or more participants for plan year 2024, covering 139,529 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.7M. Per plan, the median was $51.74 per participant, with the middle half of plans between $30.84 and $100. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (51), Illinois (3) and Texas (3).
In 2015 it appeared on 41 such filings; in 2024, 72. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $30.84 | $51.74 | $100 |
| Compensation as a share of plan net assets | 0.04% | 0.10% | 0.18% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Petsmart, Inc. Savesmart 401(k) Plan | Petsmart, LLC | AZ | 50,304 | $667M | $82K |
| Workday, Inc. 401(k) Plan | Workday, Inc. | CA | 15,710 | $2.61B | $131K |
| Shutterfly, LLC 401(k) Plan | Shutterfly, LLC | CA | 7,904 | $380M | $75K |
| X Corp. 401(k) Plan | X Corp. | CA | 5,480 | $574M | $128K |
| Spotify USA Inc. 401(k) Profit Sharing Plan and Trust | Spotify USA Inc. | NY | 5,128 | $566M | $80K |
| Lyft 401(k) Plan | Lyft, Inc. | CA | 5,026 | $375M | $16K |
| TSMC Arizona Corporation 401(k) Plan | TSMC Arizona Corporation | AZ | 3,249 | $62.0M | $5,647 |
| Achieve 401(k) Plan | Pantheon Freedom, Inc. | CA | 2,989 | $134M | $27K |
| Cloudflare 401(k) Plan | Cloudflare, Inc. | CA | 2,960 | $178M | $65K |
| Rakuten USA 401(k) Plan | Rakuten USA | CA | 2,859 | $311M | $100K |
| Isolved 401(k) Plan | Isolved, Inc. | NC | 2,566 | $109M | $30K |
| Vista Family of Companies 401(k) Multiple Employer Plan and Profit-Sharing Plan | Xojet Aviation, LLC | FL | 2,402 | $133M | $75K |
| Arrive Logistics 401(k) Plan | DM Trans, LLC DBA Arrive Logistics | TX | 1,975 | $49.3M | $44K |
| Hims 401(k) Plan | Hims, Inc. | CA | 1,811 | $54.2M | $62K |
| Paradigm 401(k) Savings Plan | Paradigm Acquisition Corporation | CA | 1,698 | $139M | $72K |
| Here North America, LLC Retirement Savings and Investment Plan | Here North America, LLC | IL | 1,664 | $466M | $85K |
| Twist Bioscience Corporation 401(k) Plan | Twist Bioscience Corporation | CA | 1,328 | $98.4M | $67K |
| Braze, Inc. 401(k) Plan | Braze, Inc. | NY | 1,325 | $104M | $71K |
| Upwork Retirement Savings Plan | Upwork Inc. | CA | 1,290 | $122M | $40K |
| Specialized Bicycle Components, Inc. Profit Sharing Plan | Specialized Bicycle Components, Inc. | CA | 1,193 | $152M | $25K |
| Clearway Energy Group LLC Employee Savings Plan | Clearway Energy Group LLC | CA | 1,192 | $151M | $60K |
| Meltwater News US Inc. 401(k) Plan | Meltwater News US, Inc. | CA | 1,176 | $61.0M | $56K |
| Pattern Energy Group 401(k) Plan | Pattern Energy Group Services LP | CA | 1,028 | $131M | $61K |
| Infoblox 401(k) Retirement Plan | Infoblox, Inc. | CA | 1,018 | $170M | $45K |
| Ojai Valley Inn 401(k) Savings Plan | Ovis LLC | CA | 1,018 | $18.7M | $38K |
| Bay Equity 401(k) Plan | Bay Equity, LLC | CA | 945 | $52.1M | $30K |
| Specialized Retail Stores 401(k) Plan | Specialized Retail Stores LLC | CA | 928 | $11.1M | $10K |
| Topbloc 401(k) Plan | Topbloc, LLC | IL | 751 | $32.0M | $41K |
| Rivergate KW Management 401(k) | Rivergate KW Management LLC | FL | 703 | $4.9M | $11K |
| The 401(k) Profit Sharing Plan of San Francisco Spca | San Francisco Spca | CA | 578 | $26.4M | $44K |
| Moveworks Inc. 401(k) Plan | Moveworks Inc. | CA | 531 | $27.6M | $17K |
| Accela, Inc. 401(k) & Profit Sharing Plan | Accela, Inc. | CA | 512 | $61.6M | $30K |
| A10 Networks 401(k) Plan | A10 Networks, Inc. | CA | 503 | $55.5M | $50K |
| Marine Layer 401(k) Plan | Marine Layer PBC | CA | 486 | $6.3M | $15K |
| Provident Credit Union Retirement Plan | Provident Credit Union | CA | 456 | $67.2M | $24K |
| Kids Care Dental Group 401(k) Plan | CDC Dental Management Co., LLC DBA Kids Care Dental Group | CA | 455 | $11.9M | $27K |
| Eagle Eye Networks, Inc. 401(k) Plan | Eagle Eye Networks, Inc. | TX | 451 | $5.9M | $11K |
| Sysdig 401(k) Plan | Sysdig, Inc. | CA | 410 | $36.1M | $51K |
| Bloomreach, Inc. 401(k) Plan & Trust | Bloomreach, Inc. | CA | 373 | $23.8M | $37K |
| The Coppola Companies Retirement Savings Plan | Niebaum-Coppola Estate Winery, LP | CA | 370 | $39.1M | $34K |
Questions and answers
How many plans does Newfront Retirement Services Inc. serve?
72 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Newfront Retirement Services Inc.?
The median plan reported $51.74 per participant in direct and indirect compensation (72 plans reporting an amount), or 0.10% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (60 plans), Consulting (general) (10 plans), Recordkeeping and information management (3 plans) and Trustee (bank, trust company, or similar financial institution) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.