Filings through .
Filed July 19, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.11+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,309 |
20 funds of $250K or more; 14 lines in all, holding $61.2M of the plan's $61.3M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $48.0M | 78.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 9.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 1.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $983K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $888K | 1.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $803K | 1.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $530K | 0.9% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $427K | 0.7% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $405K | 0.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.