Filings through .
Filed September 9, 2010 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,939 |
18 funds of $250K or more; 17 lines in all, holding $21.9M of the plan's $22.0M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $12.5M | 57.0% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $2.0M | 9.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.8M | 8.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $972K | 4.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $724K | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $663K | 3.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $651K | 3.0% |
| Bnym Insight Stable Value Fund BNY · Stable value Stable value | $631K | 2.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $579K | 2.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $269K | 1.2% |
Added 5 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total Stock Market Index Fund Investor Shares | $2.0M |
| AddedJPMorgan Large Cap Growth Fund Class R6 | $1.8M |
| AddedVanguard Mid-Cap Index Fund Admiral Shares | $724K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.