Plans listing this provider
190
0.34% of the 56,420 plans with Schedule H financials; 211 in 2023
Providers › Newport Trust Company
Newport Trust Company
- Service provider, as named on Schedule C
- EIN 274411131
- Plan year 2024
- Direct compensation reported $4,381,997
Assets of those plans
$89,580,607,107
1.15% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,381,997
99% of its Schedule C lines carry 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.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 21 | Trustee (bank, trust company or similar) | 164 |
| 25 | Trustee (directed) | 95 |
| 50 | Direct payment from the plan | 44 |
| 20 | Trustee (individual) | 42 |
| 24 | Trustee (discretionary) | 27 |
| 12 | Claims processing | 14 |
| 19 | Custodial (securities) | 14 |
| 65 | Account maintenance fees | 14 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $39,667 |
| General Dynamics Corporation 401(k) Plan 6.0 | General Dynamics | $12,395,006,194 | 66,926 | $94,793 |
| Capital One Financial Corporation Associate Savings Plan | Capital One Financial | $12,049,528,180 | 68,883 | $135,000 |
| 3M Voluntary Investment Plan and Employee Stock Ownership Plan | 3M | $10,596,010,150 | 40,357 | $222,701 |
| General Dynamics Corporation 401(k) Qaca Plan | General Dynamics | $7,914,050,317 | 43,639 | $69,118 |
| Savings Plan of Entergy Corporation and Subsidiaries | Entergy | $4,363,805,537 | 12,753 | $133,819 |
| Best Buy Retirement Savings Plan | Best Buy | $3,127,250,470 | 55,134 | $82,500 |
| Dillard's, Inc. Investment & Employee Stock Ownership Plan | Dillard’s | $3,003,997,060 | 36,958 | $200,000 |
| Bellsouth Savings and Security Plan | Bellsouth | $2,528,777,000 | 11,243 | $24,000 |
| AT&T Savings and Security Plan | AT&T | $2,265,607,000 | 11,380 | $60,000 |
| General Dynamics Corporation 401(k) Plan for Represented Employees | General Dynamics | $2,086,244,941 | 21,854 | $81,818 |
| General Dynamics Corporation 401(k) Plan 3.0 | General Dynamics | $1,475,683,269 | 8,304 | $20,112 |
| Savewisetm Pooled Employer Plan | Pension Specialists | $431,139,330 | 13,011 | $81,327 |
| Flex-n-gate Corporation 401(k) Plan | Flex-n-gate | $404,980,318 | 6,665 | $112,231 |
| Moore & Van Allen PLLC 401(k) Profit Sharing Plan | Moore & Van Allen | $403,185,904 | 897 | $150,481 |
| Lutz Financial Pooled Employer Plan | Pension Specialists | $368,636,491 | 4,822 | $80,050 |
| Winco Foods 401(k) Plan | Winco Holdings | $289,629,684 | 27,290 | $60,575 |
| Simmons First National Corporation 401(k) Plan | Simmons First National | $285,339,383 | 3,948 | $37,500 |
| 3M Savings Plan | 3M | $285,122,145 | 2,300 | $6,049 |
| Royomartin Retirement Plan | Martco | $268,692,943 | 1,536 | $47,092 |
| Cardiology Consultants of Philadelphia, P.C. 401(k) Profit Sharing Plan | Cardiology Consultants of Philadelphia | $217,555,921 | 1,047 | $39,503 |
| Buchalter 401(k) Plan | Buchalter a Professional | $209,278,095 | 0 | $64,331 |
| Ascensus Secure Retirement Pooled Employer Plan | Pension Specialists | $205,589,355 | 6,922 | $39,781 |
| Texas Farm Bureau Companies 401(k) Plan | Texas Farm Bureau | $181,699,882 | 1,213 | $40,839 |
| Medisys Venture 401(k) Plan | Medisys Venture | $147,299,558 | 1,197 | $34,149 |
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.