Newport Harbor Corporation Employees Retirement Savings Plan
Sponsored by Newport Harbor Corporation · EIN 050191225 · Plan #002
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 1,207
- With balances
- 306
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,098 |
| Global Retirement Partne | Investment advisory (plan), Direct payment from the plan | $7,494 |