Advisor Managed Pooled Employer Plan
Newport Group, Inc., Folsom CA. Employer ID 272037969, plan number 014. Annual reports on file for 2021 to 2024.
Where the money went
Plans that moved money into this one:
- 2021: money from Wausau Homes Incorporated 401(k) Savings Plan moved in.
- 2021: money from Collective Next, LLC 401(k) Profit Sharing Plan moved in.
- 2022: money from William Kendrick Company 401(k) Plan moved in.
- 2022: money from Badger Boiled Ham Co., Inc. Retirement Plan moved in.
- 2022: money from Badger Boiled Ham Co., Inc. Retirement Plan moved in.
- 2023: money from Badger Boiled Ham Co., Inc. Retirement Plan moved in.
- 2023: money from Badger Boiled Ham Co., Inc. Retirement Plan moved in.
- 2024: money from Haku App Corporation 401(k) Profit Sharing Plan moved in.
- 2024: money from Premier Political Compliance, Inc. 401(k) Plan moved in.
- 2026: money from Premier Political Compliance, Inc. 401(k) Plan moved in.
- Filed 2021-2024Advisor Managed Pooled Employer Plan, Newport Group, Inc.
- TodayAdvisor Managed Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.
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
No unusual events.
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.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2021 | 183 | 50 | Filing |
| 2022 | 429 | 103 | Filing |
| 2023 | 1,200 | 134 | Filing |
| 2024 | 1,458 | 116 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.