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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $194,956 |
GREGORY J SCHWARTZ & COMPANY INC10+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $143,480 |
26 funds of $250K or more; 18 lines in all, holding $61.3M of the plan's $61.7M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Fidelity Freedom, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $24.1M | 39.3% |
| Columbia Integrated Large Cap Growth Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $7.4M | 12.0% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Mutual fund | $4.5M | 7.4% |
| T. Rowe Price New Horizons Fund, Inc. T. Rowe Price · Mutual fund | $4.0M | 6.5% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $2.9M | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 4.5% |
| Victory Sycamore Small Company Opportunity Fund Victory Capital · Mutual fund | $2.7M | 4.5% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $2.5M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 4.0% |
| American Funds U.S. Government Money Market Fund Class R-5 Capital Group · Money market | $2.1M | 3.3% |
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.