Direct Advisors Pooled Employer Plan
Newport Group, Inc., Folsom CA. Employer ID 272037969, plan number 006. Annual reports on file for 2022 to 2024.
Where the money went
- Filed 2022-2024Direct Advisors Pooled Employer Plan, Newport Group, Inc.
- EndedDirect Advisors Pooled Employer Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Records are kept by Newport Group, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2024: The employer decided to close the plan.
- 2024: Money moved out to another plan, but we couldn't find that plan's reports.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.