Unity 401(k) Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #003
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 1,394
- With balances
- 1,091
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 |
|---|---|---|
| Ns Capital Llc | Investment advisory (plan), Investment management fees (direct) | $275,608 |
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $173,619 |