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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $36,057 |
NEWPORT GROUP, INC.10+ years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-4411131 | Recordkeeping | $22,168 |
22 funds of $250K or more; 21 lines in all, holding $72.9M of the plan's $74.5M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $12.1M | 16.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.5M | 11.6% |
| DFA International Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $7.9M | 10.8% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $7.0M | 9.6% |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.6M | 9.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.8M | 6.6% |
| Vanguard Federal Money Mark Inv Vanguard · Money market | $4.6M | 6.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $4.5M | 6.2% |
| U.S. Large Cap Value Portfolio III Dimensional · Mutual fund | $4.4M | 6.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.7M | 5.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.