Plan profile · 2023
NEWPORT GROUP, INC.
ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN · –
Sponsor contact
Address35 IRON POINT CIRCLE, FOLSOM
State / ZIPCA 95630
Phone8447499981
EIN / Plan #272037969 / 002
Plan health
Assets (EOY)$130M
Participants8,076
Avg balance$16k
Employer contrib$7M
Distributions$7M
Red flags
Delinquent contribs$4M
Fidelity bond$1M
Bond adequate?yes
AuditorCLIFTONLARSONALLEN LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| LPL FINANCIAL | 952834236 | $103k |
| NEWPORT GROUP CONSULTING, LLC | 204649925 | $19k |
| TRACTION FINANCIAL PARTNERS | 842313719 | $17k |
| COMMONWEALTH FINANCIAL NETWORK | 010355124 | $13k |
| FORTUNE 360 GROUP, LLC | 473908589 | $11k |
| BLAKESLEE AND BLAKESLEE FINANCIAL A | 770017182 | $11k |
| NAPLES ASSET MANAGEMENT COMPANY, LL | 202190247 | $11k |
| WHARTONHILL ADVISORS, LLC | 464410362 | $11k |
| QUANTUM FINANCIAL ADVISORS | 873466505 | $7k |