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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $34,173 |
8 funds of $250K or more; 9 lines in all, holding $5.4M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: T. Rowe Price Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $4.5M | 83.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $458K | 8.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $121K | 2.3% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $84K | 1.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $66K | 1.2% |
| T. Rowe Price Retirement Balanced Fund T. Rowe Price · Mutual fund | $58K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $53K | 1.0% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $34K | 0.6% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $15K | 0.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.