Newport Healthcare 401(k) Plan
Sponsored by Monroe Operations, Llc · EIN 260605517 · Plan #001
- Total assets
- $51.3M
- Net assets
- $51.3M
- Active participants
- 3,338
- With balances
- 2,038
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $150,580 |
| Empower Annuity Insurance | Recordkeeping fees | $47,932 |
| Raymond James Financial Services | Investment advisory (plan), Other commissions | $35,302 |
| Access Retirement Services Llc | Contract administrator | $8,374 |
| Access Retirement Services, Llc | Consulting (general) | $8,028 |
| Empower Advisory Group, Llc | Investment management | $4,652 |