Ascensus Secure Retirement Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #002
- Total assets
- $206M
- Net assets
- $206M
- Active participants
- 11,059
- With balances
- 6,922
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
| Traction Financial Partners, Llc CRD 315215 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Assuredpartners Investment Advisors, Llc CRD 309550 | deterministic · 100% | 2024 |
| Naples Asset Management Co., Llc CRD 133978 | fuzzy_auto · 98% | 2024 |
| Note Advisors, Llc CRD 171466 | deterministic · 100% | 2024 |
| Quantum Financial Advisors Inc CRD 113563 | deterministic · 100% | 2024 |
| Jonathan Roberts Advisory Group, Inc. CRD 112294 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
| Legacy Wealth Partners, Llc CRD 333032 | deterministic · 100% | 2024 |
| Mcadam Llc CRD 170914 | deterministic · 100% | 2024 |
| Integrity Wealth Advisors, Inc. CRD 281708 | deterministic · 100% | 2024 |
| Warren Capital Management, Inc. CRD 137449 | 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 | $675,178 |
| Lpl Financial | Investment advisory (plan), Investment management fees (direct) | $159,048 |
| Newport Group Consulting, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $40,599 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $39,781 |
| J.M. Arbour Wealth Management | Investment advisory (plan), Investment management fees (direct) | $31,071 |
| Wintrust Retirement Benefit Advisor | Investment advisory (plan), Investment management fees (direct) | $24,936 |
| Cadence Bank | Investment advisory (plan), Investment management fees (direct) | $24,376 |
| Traction Financial Partners | Investment advisory (plan), Investment management fees (direct) | $18,970 |
| Blakeslee And Blakeslee Financial A | Investment advisory (plan), Investment management fees (direct) | $18,269 |
| Commonwealth Financial Network | Investment advisory (plan), Investment management fees (direct) | $16,714 |
| Assuredpartners Investment Advisors | Investment advisory (plan), Investment management fees (direct) | $16,579 |
| Naples Asset Management Company, Ll | Investment advisory (plan), Investment management fees (direct) | $15,341 |
| Note Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $13,661 |
| Successful Retirement Solutions,Llc | Investment advisory (plan), Investment management fees (direct) | $13,430 |
| Whartonhill Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $13,197 |
| Quantum Financial Advisors | Investment advisory (plan), Investment management fees (direct) | $12,400 |
| Robertson Ryan Financial Services | Investment advisory (plan), Investment management fees (direct) | $10,546 |
| J.W. Cole Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $8,313 |
| Rbc Wealth Management | Investment advisory (plan), Investment management fees (direct) | $7,686 |
| Legacy Wealth Partners | Investment advisory (plan), Investment management fees (direct) | $7,411 |
| Mcadam, Llc | Investment advisory (plan), Investment management fees (direct) | $7,025 |
| The Beacon Group Of Companies | Investment advisory (plan), Investment management fees (direct) | $6,977 |
| Integrity Wealth Advisors | Investment advisory (plan), Investment management fees (direct) | $6,715 |
| Warren Capital Group | Investment advisory (plan), Investment management fees (direct) | $6,478 |
| Fortune 360 Group, Llc | Investment advisory (plan), Investment management fees (direct) | $5,648 |
| Community Financial Services | Investment advisory (plan), Investment management fees (direct) | $5,361 |