Filings through .
Filed January 30, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $160,140 |
THE CENTURION GROUP, LLC10+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $40,032 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ban... | $36,893 |
33 funds of $250K or more; 26 lines in all, holding $124M of the plan's $127M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $64.4M | 52.0% |
| JP Morgan Large Cap Growth JPMorgan · Other | $17.0M | 13.7% |
| Mass Mutual Life Insurance Company Pooled Separate Account Mass Mutual Sagic Diversified Bond II MassMutual · Insurance contract | $15.9M | 12.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.5M | 4.4% |
| Registered Investment Companies American Funds Balanced Capital Group · Mutual fund | $2.3M | 1.9% |
| Red Oak Technology Manager not matched · Other | $2.2M | 1.8% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $2.2M | 1.8% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $2.0M | 1.6% |
| Emerald Growth Fund Emerald Advisers · Mutual fund | $1.6M | 1.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.