AUMdb

Ascensus American Funds Pooled Employer Plan

Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #033

Total assets
$17.5M
Net assets
$17.5M
Active participants
749
With balances
467

Plan year beginning 02/01/2024 · 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).

No Schedule C on file for this plan year.