Rfg Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #011
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 273
- With balances
- 314
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 |
|---|---|---|
| Rossi, Paul Richard CRD 164096 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Rosselot Financial Group | Investment advisory (plan), Investment management fees (direct) | $43,372 |
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $19,686 |