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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $38,383 |
SHIVAJI SUBHASH PATIL1 year Service code 26 3625 BRIDGE MILL CT · NORCROSS, GA 30092 | Advisory (Participants) | $5,000 |
10 funds of $250K or more; 23 lines in all, holding $8.1M of the plan's $8.1M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Franklin Dynatech Fund Franklin Templeton · Mutual fund | $1.2M | 15.1% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1.2M | 14.6% |
| Virtus SGA Global Growth Fund Class A Virtus · Mutual fund Possible retail class A | $794K | 9.8% |
| AB Relative Value Fund, Inc. AllianceBernstein · Mutual fund | $757K | 9.3% |
| Putnam Stable Value - 75BPS Franklin Templeton · Stable value Stable value | $745K | 9.2% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $645K | 8.0% |
| Nomura Value Fund Class A Macquarie / Nomura · Mutual fund Possible retail class A | $636K | 7.8% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $335K | 4.1% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $323K | 4.0% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $260K | 3.2% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.