Retirement Group Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #005
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 739
- With balances
- 575
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 |
|---|---|---|
| Cornerstone Financial Management, Llc CRD 125494 | fuzzy_auto · 94% | 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 | $39,540 |
| Cornerstone Financial Services, Inc | Investment advisory (plan), Investment management fees (direct) | $22,635 |