Plans listing this provider
749
1.33% of the 56,420 plans with Schedule H financials; 825 in 2023
Providers › Newport Group, Inc.
Plans listing this provider
749
1.33% of the 56,420 plans with Schedule H financials; 825 in 2023
Assets of those plans
$82,164,019,769
1.06% of all Schedule H plan assets
Plans where it is the recordkeeper
710
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$101.28
across 691 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 668 |
| 50 | Direct payment from the plan | 418 |
| 64 | Recordkeeping fees | 408 |
| 37 | Participant loan processing | 314 |
| 99 | Other fees | 258 |
| 13 | Contract administrator | 221 |
| 21 | Trustee (bank, trust company or similar) | 179 |
| 12 | Claims processing | 105 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Elevance Health 401(k) Plan | Elevance Health | $12,109,864,062 | 90,675 | $90,000 |
| State Street Salary Savings Program | State Street | $6,532,301,643 | 21,266 | $37,500 |
| Danaher Corporation & Subsidiaries Savings Plan | Danaher | $6,462,177,770 | 36,465 | $27,500 |
| The Consolidated Edison Thrift Savings Plan | Consolidated Edison Company of New York | $6,350,080,435 | 20,761 | $58,346 |
| 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. | NIKE | $5,896,318,452 | 36,366 | $85,000 |
| Fidelity National Information Services, Inc. 401(k) Profit Sharing Plan | Fidelity National Information Services | $4,671,634,574 | 29,546 | $226,957 |
| The Huntington 401(k) Plan | Huntington Bancshares | $2,373,566,978 | 24,860 | $67,500 |
| Profit Participation Plan of Moody's Corporation | Moody’s | $2,084,814,436 | 8,182 | $86,250 |
| Syensqo USA 401(k)plan | Syensqo USA | $1,729,855,793 | 6,951 | $16,000 |
| Aramark Retirement Savings Plan for Salaried Employees | Aramark Retirement Savings Plan for Salaried Employees | $1,431,808,129 | 17,063 | $37,158 |
| Ashland Employee Savings Plan | Ashland | $1,306,775,357 | 4,742 | $5,108 |
| Country/ IAA 401(k) Planrecordkeeper | CC Services | $1,148,587,939 | 5,622 | $93,503 |
| Mcgraw Hill 401(k) Plan | McGraw-Hill Global Education Holdings | $906,364,129 | 4,859 | $62,710 |
| International Brotherhood of Electrical Workers Local Unions Savings & Security Planrecordkeeper | Board of Directors of the IBEW Locals' Saving & Retirement Group Trust | $742,021,180 | 2,667 | $290,665 |
| American Maritime Officers 401k Planrecordkeeper | Board of Trustees American Maritime Officers 401k Plan | $679,862,980 | 3,883 | $155,838 |
| Vestis Retirement Savings Plan | ARAMARK Uniform & Career Apparel Group | $638,596,910 | 7,674 | $36,025 |
| Prairie Farms Dairy Thrift Incentive Planrecordkeeper | Prairie Farms Dairy | $637,560,245 | 5,745 | $171,385 |
| D.A. Davidson Companies Retirement Savings and Profit Sharing Planrecordkeeper | D.A. Davidson Companies | $622,672,637 | 2,067 | $144,431 |
| Kroll 401(k) Retirement Savings Planrecordkeeper | Kroll | $504,638,970 | 2,660 | $275,105 |
| Savewisetm Pooled Employer Planrecordkeeper | Pension Specialists | $431,139,330 | 13,011 | $1,069,520 |
| Flex-n-gate Corporation 401(k) Planrecordkeeper | Flex-n-gate | $404,980,318 | 6,665 | $243,686 |
| Moore & Van Allen PLLC 401(k) Profit Sharing Planrecordkeeper | Moore & Van Allen | $403,185,904 | 897 | $72,028 |
| Lutz Financial Pooled Employer Planrecordkeeper | Pension Specialists | $368,636,491 | 4,822 | $375,083 |
| American Woodmark Corporation Retirement Savings Planrecordkeeper | American Woodmark | $362,405,924 | 7,372 | $391,734 |
| PJTC Holdings, Inc. 401(k) Savings and Profit Sharing Planrecordkeeper | PJTC Holdings | $320,190,510 | 1,002 | $70,879 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.