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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $40,007 |
18 funds of $250K or more; 9 lines in all, holding $28.1M of the plan's $28.5M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.4M | 65.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $4.5M | 15.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.6M | 5.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $889K | 3.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $887K | 3.2% |
| Vanguard Federal Money Market Fund (A) Vanguard · Money market | $755K | 2.7% |
| Vanguard Wellesley Income Fund (A) Vanguard · Mutual fund Possible retail class A | $726K | 2.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $372K | 1.3% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund Possible retail class A | $11K | <0.1% |
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.