Fintrust 401(k) Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #020
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 1,032
- With balances
- 451
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $68,163 |
| Fintrust Capital Advisors, Llc. | Investment advisory (plan), Investment management fees (direct) | $59,917 |