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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENWICH WEALTH MANAGEMENT Service code 26 45 EAST PUTNAM AVE, · GREENWICH, CT 06830 | Advisory (Participants) | $16,493 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,033 |
8 funds of $250K or more; 9 lines in all, holding $7.0M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.8M | 83.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $726K | 10.4% |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Vanguard · Mutual fund | $175K | 2.5% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $69K | 1.0% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $56K | 0.8% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $53K | 0.8% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $20K | 0.3% |
| Vanguard Inflt-Prtd Sec Adm Vanguard · Mutual fund | $15K | 0.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $10K | 0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.