Find an old Newport Group 401(k)
Savewisetm Pooled Employer Plan
Newport Group, Inc. · Plan 016 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 3,702 separated participants still had money in the plan | Form 5500 ↗ |
Ascensus Secure Retirement Pooled Employer Plan
Newport Group, Inc. · Plan 002 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 1,209 separated participants still had money in the plan | Form 5500 ↗ |
Lutz Financial Pooled Employer Plan
Newport Group, Inc. · Plan 012 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 1,128 separated participants still had money in the plan | Form 5500 ↗ |
Fiducient Advisors Pooled Employer Plan
Newport Group, Inc. · Plan 031 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 155 separated participants still had money in the plan | Form 5500 ↗ |
Tfo Advantage Pooled Employer Plan
Newport Group, Inc. · Plan 021 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 442 separated participants still had money in the plan | Form 5500 ↗ |
Unity 401(k) Pooled Employer Plan
Newport Group, Inc. · Plan 003 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 281 separated participants still had money in the plan | Form 5500 ↗ |
Mmhr 401(k) Pooled Employer Plan
Newport Group, Inc. · Plan 025 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 136 separated participants still had money in the plan | Form 5500 ↗ |
Advisor Managed Pooled Employer Plan
Newport Group, Inc. · Plan 014 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 116 separated participants still had money in the plan | Form 5500 ↗ |
Aprio Advantage Pooled Employer Plan
Newport Group, Inc. · Plan 023 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 323 separated participants still had money in the plan | Form 5500 ↗ |
Twelve Points Pooled Employer Plan
Newport Group, Inc. · Plan 028 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 168 separated participants still had money in the plan | Form 5500 ↗ |
Qualified Plan Advisors Pooled Employer Plan
Newport Group, Inc. · Plan 015 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 57 separated participants still had money in the plan | Form 5500 ↗ |
Buckingham Strategic Partners Pooled Employer Plan
Newport Group, Inc. · Plan 019 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 190 separated participants still had money in the plan | Form 5500 ↗ |
Fintrust 401(k) Pooled Employer Plan
Newport Group, Inc. · Plan 020 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 109 separated participants still had money in the plan | Form 5500 ↗ |
Hb 3(38) Pooled Employer Plan
Newport Group, Inc. · Plan 007 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 128 separated participants still had money in the plan | Form 5500 ↗ |
Ascensus-American Funds Pooled Employer Plan
Newport Group, Inc. · Plan 033 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 74 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Group Pooled Employer Plan
Newport Group, Inc. · Plan 005 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 47 separated participants still had money in the plan | Form 5500 ↗ |
Advantage Pooled Employer Plan an Argent Solution
Newport Group, Inc. · Plan 029 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 64 separated participants still had money in the plan | Form 5500 ↗ |
Rfg Pooled Employer Plan
Newport Group, Inc. · Plan 011 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 142 separated participants still had money in the plan | Form 5500 ↗ |
Arc Pooled Employer Plan
Newport Group, Inc. · Plan 027 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 20 separated participants still had money in the plan | Form 5500 ↗ |
Moneco Advisors Pooled Employer Plan
Newport Group, Inc. · Plan 022 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 7 separated participants still had money in the plan | Form 5500 ↗ |
Marshall & Sterling Pooled Employer Plan
Newport Group, Inc. · Plan 026 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 11 separated participants still had money in the plan | Form 5500 ↗ |
Align Retirement Pathways Pooled Employer Plan
Newport Group, Inc. · Plan 013 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 11 separated participants still had money in the plan | Form 5500 ↗ |
Simplify 401(k) Pooled Employer Plan
Newport Group, Inc. · Plan 034 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 5 separated participants still had money in the plan | Form 5500 ↗ |
Youthrive Pooled Employer Plan
Newport Group, Inc. · Plan 037 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Cr., Suite 300, Folsom, CA 95762 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 6 separated participants still had money in the plan | Form 5500 ↗ |
Plansimple Pooled Employer Plan
Newport Group, Inc. · Plan 038 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 3000, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 7 separated participants still had money in the plan | Form 5500 ↗ |
Valorous Advisors Pooled Employer Plan
Newport Group, Inc. · Plan 039 · EIN 27-2037969 · Folsom, CA
Active · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Pathfinder Pooled Employer Plan
Newport Group, Inc. · Plan 040 · EIN 27-2037969 · Baxter, MN
Active · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 7651 Universal Road, Baxter, MN 56425 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Retire(K) Pooled Employer Plan
Newport Group, Inc. · Plan 043 · EIN 27-2037969 · Baxter, MN
Active · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 7651 Universal Road, Baxter, MN 56425 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Premier Retirement Solutions Pooled Employer Plan
Newport Group, Inc. · Plan 044 · EIN 27-2037969 · Baxter, MN
Active · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 7651 Universal Road, Baxter, MN 56425 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Cac Group Pooled Employer Plan
Newport Group, Inc. · Plan 049 · EIN 27-2037969 · Baxter, MN
Active · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 7651 Universal Road, Baxter, MN 56425 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Newport Group, Inc. 401(k) Plan
Newport Group, Inc. · Plan 001 · EIN 27-2037969 · Walnut Creek, CA
Terminated · plan year 2021 filing401(k)
| Plan administrator | Newport Group, Inc. 1350 Treat Boulevard, Suite 300, Walnut Creek, CA 94597 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Allworth Financial Pooled Employer Plan
Newport Group, Inc. · Plan 004 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | 2024 Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Direct Advisors Pooled Employer Plan
Newport Group, Inc. · Plan 006 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Mesirow Pooled Employer Plan
Newport Group, Inc. · Plan 008 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Next Generation 401(k) Pooled Employer Plan
Newport Group, Inc. · Plan 009 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | 2023 Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
National Chamber of Commerce & Small Business Pooled Employer Plan
Newport Group, Inc. · Plan 010 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Planmember Pooled Employer Plan
Newport Group, Inc. · Plan 017 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Truecourse 401(k) Pooled Employer Plan
Newport Group, Inc. · Plan 018 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2025 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Newport Group, Inc. | 2024 Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2025 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Wealth Enhancement Group Pooled Employer Plan
Newport Group, Inc. · Plan 024 · EIN 27-2037969 · Folsom, CA
Terminated · plan year 2024 filing401(k)
| Plan administrator | Newport Group, Inc. 35 Iron Point Circle, Suite 300, Folsom, CA 95630 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2024 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Newport Group, Inc. 401(k) Plan
Newport Group, Inc. · Plan 032 · EIN 27-2037969 · Walnut Creek, CA
Terminated · plan year 2023 filing401(k)
| Plan administrator | Newport Group, Inc. 1350 Treat Boulevard, Suite 300, Walnut Creek, CA 94597 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2023 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Newport Group 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Newport Group 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Newport Group, Inc., (844) 749-9981. The accounts are held by the recordkeeper, Newport Group, Inc.. Have your Social Security number and dates of employment ready.
What is the Newport Group 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (844) 749-9981.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Newport Group and does not hold accounts. Not financial advice. Report a correction