Buckingham Strategic Partners Pooled Employer Plan
Sponsored by Newport Group, Inc. · EIN 272037969 · Plan #019
- Total assets
- $86.2M
- Net assets
- $86.2M
- Active participants
- 1,072
- With balances
- 968
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buckingham Retirement Solutions | Investment advisory (plan), Investment management fees (direct) | $350,610 |
| Newport Group, Inc. | Claims processing, Contract administrator, Plan administrator | $83,564 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $14,961 |