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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $10,204 |
20 funds of $250K or more; 15 lines in all, holding $35.3M of the plan's $36.1M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $16.1M | 45.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 20.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 5.6% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.9M | 5.4% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $1.5M | 4.3% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $1.2M | 3.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $928K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $908K | 2.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $783K | 2.2% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $742K | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.