AUMdb

Advantage Pooled Employer Plan An Argent Solution

Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #029

Total assets
$14.8M
Net assets
$14.8M
Active participants
486
With balances
525

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
Argent Retirement Plan Advisors, Llc CRD 165031 deterministic · 100% 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 $40,309
Argent Retirement Plan Advisors Llc Investment advisory (plan), Investment management fees (direct) $21,196