Savewisetm Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #016
- Total assets
- $431M
- Net assets
- $431M
- Active participants
- 22,638
- With balances
- 13,011
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 98% | 2024 |
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $1,069,520 |
| Creative Planning, Llc | Investment advisory (plan), Investment management fees (direct) | $747,136 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $81,327 |
| Lockton Investment Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $30,864 |
| Doeren Mayhew Cpas And Advisors | Accounting, Direct payment from the plan | $21,095 |
| Mesirow Financial Investment Manage | Investment advisory (plan), Investment management fees (direct) | $10,649 |
| Newport Group, Consulting | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $3,222 |