Lutz Financial Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #012
- Total assets
- $369M
- Net assets
- $369M
- Active participants
- 4,855
- With balances
- 4,822
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 |
|---|---|---|
| Lutz Financial Services, Llc CRD 117273 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lutz Financial | Investment advisory (plan), Investment management fees (direct) | $649,786 |
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $375,083 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $80,050 |