Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-5451576 | Advisory (Participants) | $15,937 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 42-1451295 DEPT LA 24540 · PASADENA, CA 91185 | Recordkeeping | $15,435 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $5,101 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,097 |
12 funds of $250K or more; 30 lines in all, holding $8.8M of the plan's $8.8M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.7M | 53.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $894K | 10.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $399K | 4.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $353K | 4.0% |
| ClearBridge Small Cap Growth Fund Class I Franklin Templeton · Mutual fund | $309K | 3.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $239K | 2.7% |
| Nationwide Fixed Select Option Nationwide · Insurance contract | $238K | 2.7% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $202K | 2.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $178K | 2.0% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $137K | 1.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.