Filings through .
Filed October 8, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,088 |
22 funds of $250K or more; 16 lines in all, holding $51.7M of the plan's $58.0M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $33.5M | 64.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.5M | 14.4% |
| Vanguard Funds Wellington · Mutual fund | $2.7M | 5.3% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $2.0M | 3.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 2.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $919K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $836K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $717K | 1.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $660K | 1.3% |
| Parnassus Core Equity Instl Affiliated Managers Group · Other | $520K | 1.0% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.