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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 50 · EIN 27-2037969 | Direct Payment | $3,166 |
25 funds of $250K or more; 19 lines in all, holding $70.3M of the plan's $70.4M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.3M | 20.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $9.8M | 14.0% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $8.1M | 11.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $8.0M | 11.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.9M | 11.3% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $4.7M | 6.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 4.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 3.9% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 3.7% |
| MetLife Stable Value Fund Series 25053 MetLife · Insurance contract | $2.2M | 3.1% |
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 71,410 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.