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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $57,065 |
CHOREO LLC3 years Filed as: CHOREO, LLC Service code 26 1 SOUTH PINCKNEY STREET · MADISON, WI 53703 | Advisory (Participants) | $46,265 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $8,731 |
14 funds of $250K or more; 15 lines in all, holding $49.2M of the plan's $49.4M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $9.7M | 19.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $8.3M | 16.9% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $7.4M | 15.0% |
| DFA Large-cap International Dimensional · Mutual fund Possible retail class A | $4.5M | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.9M | 5.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.6M | 5.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.2M | 4.5% |
| Vanguard Cash Reserves Federal Money Vanguard · Money market | $2.2M | 4.5% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.1M | 4.3% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.0M | 4.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.