Newport Group 401(k) match, vesting and fees

Plan year 2025 filingNewport Properties LLC 401 (K) · Plan 001 · EIN 56-2033489Updated Oct 2026Limited data

What Newport Group's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $9,144 in employer contributions, about $1,829 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$44,237
Average account balance
8
Participants (end of year)
$221K
Plan assets (end of year)
0.50%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 20,287 defined-contribution plans in real estate and rental and leasing with fewer than 100 participants.

Newport Group: employer contribution per participant$1,829
Peer median$1,786
Newport Group: average balance$44,237
Peer median$55,637
Newport Group: admin expenses ÷ assets0.50%
Peer median0.44%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $89K at the end of plan year 2021 to $221K at the end of plan year 2025.

$89K2021$90K2022$127K2023$159K2024$221K2025
End-of-year figures from each plan year's Form 5500 filing for the Newport Group plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20258$221K$9,144$1,8290.50%Not published5500-SF ↗
20246$159K$5,027$1,2570.46%Not published5500-SF ↗
20236$127K$5,833$1,4580.43%Not published5500-SF ↗
20226$90K$4,979$1,2450.43%Not published5500-SF ↗
20216$89K$5,560$1,3900.44%Not published5500-SF ↗

Common questions

Does Newport Group match 401(k) contributions?

The match terms for the Newport Properties LLC 401 (K) have not been published from its filing yet. The plan year 2025 filing reports $9,144 in employer contributions, about $1,829 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Newport Group 401(k) match vested?

The vesting schedule for the Newport Properties LLC 401 (K) is not in the data published so far. Your Summary Plan Description states it.

Who manages the Newport Group 401(k)?

The filing names Newport Group LLC as plan administrator; it does not list a recordkeeper.

I left Newport Group. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Newport Group LLC, (704) 663-7779). The Newport Group old 401(k) page lists the contacts from every plan filing. Find an old Newport Group 401(k)

Data from the public Form 5500 annual reports Newport Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Newport Group. Not financial advice. Report a correction · Methodology