Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$18K in admin expenses, $16 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $70.2M of the plan's $80.1M. Recordkeeper: Newport Group.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 13 vintages | $34.5M | 49.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.2M | 13.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $3.6M | 5.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.6M | 5.1% |
| Schwab Government Money Ultra 0 Charles Schwab · Mutual fund | $2.0M | 2.9% |
| Vanguard Mid-Cap Growth Index Adm 0 Vanguard · Mutual fund Index | $2.0M | 2.8% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price Science & Technology Fund-I Class T. Rowe Price · Mutual fund | $1.9M | 2.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 2.0% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $1.3M | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSchwab Government Money Ultra 0 | $2.0M |
| Share class changeVanguard International Value Fund Investor Shares to Vanguard International Value Inv 0 | $526K to $714K |
| DroppedBaird Core Plus Bond - Isntl | $553K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
15 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.1 year Service code 15 · EIN 27-2037969 Recordkeeping | $17,594 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025