Newport Group, Inc. 401(k) plans
30 retirement plans filed by Newport Group, Inc. from 2010 to 2025: 13 still file and 17 moved their money into another plan.
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Its plans
Savewisetm Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 26,638 people · employer ID 27-2037969, plan 016
In 2022, its money moved into the Shiftkey, LLC 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Ascensus Secure Retirement Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 12,631 people · employer ID 27-2037969, plan 002
In 2022, its money moved into the Sheraton Caregivers LLC 401k Plan.
Records then: Newport Group, Inc., per the 2024 report.
Lutz Financial Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 6,072 people · employer ID 27-2037969, plan 012
In 2023, its money moved into the Advanced Vascular and Vein Center 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Fiducient Advisors Pooled Employer Plan
401(k) · filed in 2024 · up to 2,787 people · employer ID 27-2037969, plan 031
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Tfo Advantage Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 2,627 people · employer ID 27-2037969, plan 021
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Mesirow Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 2,578 people · employer ID 27-2037969, plan 008
In 2024, its money moved into the Savewisetm Pooled Employer Plan.
Records then: Newport Group, Inc., per the 2024 report.
Newport Group, Inc. 401(k) Plan
401(k) · filed 2010 to 2021 · up to 1,849 people · employer ID 27-2037969, plan 001
In 2015, its money moved into the Dailyaccess Corporation 401(k) Profit Sharing Plan.
Mmhr 401(k) Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 1,847 people · employer ID 27-2037969, plan 025
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Unity 401(k) Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 1,706 people · employer ID 27-2037969, plan 003
In 2022, its money moved into the Tozour Energy Systems 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Advisor Managed Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 1,458 people · employer ID 27-2037969, plan 014
In 2024, its money moved into the Readyworks Health, Inc. 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Aprio Advantage Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 1,355 people · employer ID 27-2037969, plan 023
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Twelve Points Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 1,347 people · employer ID 27-2037969, plan 028
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Qualified Plan Advisors Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 1,282 people · employer ID 27-2037969, plan 015
In 2024, its money moved into the Arkansas Rural Health Partnership 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Buckingham Strategic Partners Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 1,278 people · employer ID 27-2037969, plan 019
In 2024, its money moved into the Another Plan.
Records then: Newport Group, Inc., per the 2024 report.
Truecourse 401(k) Pooled Employer Plan
401(k) · filed 2021 to 2025 · up to 1,220 people · employer ID 27-2037969, plan 018
In 2022, its money moved into the Bond Moroch, LLC 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Fintrust 401(k) Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 1,151 people · employer ID 27-2037969, plan 020
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Hb 3(38) Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 1,114 people · employer ID 27-2037969, plan 007
In 2023, its money moved into the Merlot Vango Tarping Solutions, LLC 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Ascensus-american Funds Pooled Employer Plan
401(k) · filed in 2024 · up to 824 people · employer ID 27-2037969, plan 033
Still files every year.
Retirement Group Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 791 people · employer ID 27-2037969, plan 005
In 2024, its money moved into the Green Acres Fertilizer Company, LLC 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Advantage Pooled Employer Plan an Argent Solution
401(k) · filed 2023 to 2024 · up to 577 people · employer ID 27-2037969, plan 029
Still files every year.
Records then: Newport Group, Inc., per the 2024 report.
Planmember Pooled Employer Plan
401(k) · filed 2021 to 2025 · up to 454 people · employer ID 27-2037969, plan 017
In 2023, its money moved into the Newark Fire Sprinkler Corp 401(k) Plan.
Records then: Newport Group, Inc., per the 2025 report.
Rfg Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 431 people · employer ID 27-2037969, plan 011
In 2024, its money moved into the Eagle Heating & Cooling 401(k) Plan.
Records then: Newport Group, Inc., per the 2024 report.
Arc Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 429 people · employer ID 27-2037969, plan 027
Still files every year.
Allworth Financial Pooled Employer Plan
401(k) · filed 2021 to 2025 · up to 412 people · employer ID 27-2037969, plan 004
In 2022, its money moved into the Dahlmeier Insurance Agency, Inc. 401(k) Profit Sharing Plan.
Records then: Newport Group, Inc., per the 2024 report.
Next Generation 401(k) Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 382 people · employer ID 27-2037969, plan 009
In 2023, its money moved into the Payentry Financial Services Inc Multiple Employer 401(k) Plan-cesl.
Records then: Newport Group, Inc., per the 2023 report.
Moneco Advisors Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 207 people · employer ID 27-2037969, plan 022
Still files every year.
Direct Advisors Pooled Employer Plan
401(k) · filed 2022 to 2024 · up to 199 people · employer ID 27-2037969, plan 006
In 2024, its money moved into the Another Plan.
Records then: Newport Group, Inc., per the 2024 report.
Marshall & Sterling Pooled Employer Plan
401(k) · filed in 2024 · up to 96 people · employer ID 27-2037969, plan 026
Still files every year.
Align Retirement Pathways Pooled Employer Plan
401(k) · filed 2021 to 2024 · up to 81 people · employer ID 27-2037969, plan 013
Still files every year.
Simplify 401(k) Pooled Employer Plan
401(k) · filed in 2024 · up to 30 people · employer ID 27-2037969, plan 034
Still files every year.
Questions
What happened to Newport Group, Inc.'s older plans?
The Savewisetm Pooled Employer Plan: In 2022, its money moved into the Shiftkey, LLC 401(k) Plan. The Ascensus Secure Retirement Pooled Employer Plan: In 2022, its money moved into the Sheraton Caregivers LLC 401k Plan. The Lutz Financial Pooled Employer Plan: In 2023, its money moved into the Advanced Vascular and Vein Center 401(k) Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Newport Group, Inc. have?
Its filings show 401(k) plans, filed 2010 to 2025.
Sources: 102 annual reports filed with the U.S. Department of Labor (Form 5500), 2010 to 2025; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 27-2037969. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Newport Group, Inc. or the government.