Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$149K in admin expenses, $286 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $115M of the plan's $115M. Recordkeeper: Newport Group.
Target-date series: T. Rowe Price Retirement, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $32.0M | 27.9% |
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 7 vintages | $27.3M | 23.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.4M | 7.4% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.9M | 5.1% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $5.5M | 4.8% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $5.0M | 4.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 3.7% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $4.0M | 3.5% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $3.3M | 2.9% |
| American Beacon Large Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $3.2M | 2.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustT. Rowe Price Retirement 2050 Fund to T. Rowe Price Retirement 2050 Trust | $23.3M to $27.3M |
| AddedVanguard Developed Markets Index Fund Admiral Shares | $4.2M |
| DroppedVanguard Developing Markets Index Fund | $2.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
10 more lines and 1 more change in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT GROUP, INC.7 years Service code 37 · EIN 27-2037969 Loan Processing | $116,469 |
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 Advisory (Plan) | $28,085 |
Filed as: CBIZ CPAS P.C. Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 19195-0001 Accounting | $3,950 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025