Mmhr 401(k) Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #025
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 1,506
- With balances
- 746
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 |
|---|---|---|
| Rea Financial, Inc CRD 340696 | fuzzy_auto · 96% | 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 | $129,484 |
| Regal Financial, Llc | Investment advisory (plan), Investment management fees (direct) | $91,253 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $7,922 |