Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,993 |
NEWFRONT RETIREMENT SERVICES INC1+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $20,761 |
12 funds hold $23.5M of the plan's $24.1M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $21.4M | 90.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $743K | 3.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $468K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $297K | 1.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $130K | 0.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $103K | 0.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $99K | 0.4% |
| Gabelli US MM I Manager not matched · Money market | $87K | 0.4% |
| DFA Wld EX US Cor EQ Dimensional · Mutual fund | $86K | 0.4% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $59K | 0.3% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.