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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 27 | Advisory (Plan) | $43,298 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,106 |
11 funds of $250K or more; 13 lines in all, holding $15.3M of the plan's $15.5M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $8.8M | 57.3% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price · Mutual fund | $1.7M | 11.3% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 7.2% |
| Goldman Sachs FS Government Service Goldman Sachs · Mutual fund Possible retail class Service | $1.1M | 6.9% |
| Commerce Bond Fund Manager not matched · Mutual fund | $978K | 6.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $630K | 4.1% |
| Clearbridge Small Cap Growth Franklin Templeton · Other | $517K | 3.4% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $409K | 2.7% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $46K | 0.3% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $40K | 0.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.