Filings through .
Filed October 27, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,048 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $15,465 |
11 funds of $250K or more; 13 lines in all, holding $7.6M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $5.7M | 74.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $462K | 6.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $344K | 4.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $267K | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $244K | 3.2% |
| TRP Stable Common Trust Fund T. Rowe Price · Collective trust | $230K | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $183K | 2.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $57K | 0.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $51K | 0.7% |
| Vanguard Emerging Mkt Index AD Vanguard · Mutual fund Index | $32K | 0.4% |
Covers 60,908 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.