Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$80K in admin expenses, $84 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds hold $41.3M of the plan's $47.2M. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.4M | 22.8% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 17.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $6.8M | 16.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 13.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $4.8M | 11.7% |
| Insurance company general account: Standard Insurance Company StanCorp (Meiji Yasuda) · Insurance contract | $2.1M | 5.2% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.7% |
| Fidelity Small Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 4.3% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 3.9% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Value Index Fund Admiral Shares | $5.7M |
| DroppedGoldman Sachs International Small Cap Insight Fund (Instl Class) | $1.7M |
| AddedFidelity Small Cap Growth Index Fund | $1.6M |
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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT GROUP, INC.10+ years Service code 37 · EIN 27-2037969 Loan Processing | $59,149 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed July 22, 2010.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025