Tfo Advantage Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #021
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 2,143
- With balances
- 2,275
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 |
|---|---|---|
| Tdc Investment Advisory | Investment advisory (plan), Investment management fees (direct) | $339,494 |
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $158,403 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $23,280 |