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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,718 |
16 funds of $250K or more; 29 lines in all, holding $42.9M of the plan's $43.3M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH Index Moderate 2055 Fund Manager not matched · Collective trust Index | $12.0M | 27.9% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $9.7M | 22.7% |
| flexPATH Index Moderate 2045 Fund Manager not matched · Collective trust Index | $6.5M | 15.2% |
| flexPATH Index Moderate 2035 Fund Manager not matched · Collective trust Index | $5.1M | 11.9% |
| flexPATH Index Moderate Retirement Fund Manager not matched · Collective trust Index | $1.2M | 2.7% |
| Vanguard U.S. Growth Fund Vanguard · Mutual fund | $1.2M | 2.7% |
| flexPATH Index Moderate 2065 Fund Manager not matched · Collective trust Index | $977K | 2.3% |
| Vanguard Cash Reserves Federal Money Market Fund Vanguard · Money market | $874K | 2.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $852K | 2.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $763K | 1.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.