Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC1 year Service code 27 · EIN 91-2007475 | Advisory (Plan) | $5,704 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $4,535 |
8 funds of $250K or more; 13 lines in all, holding $7.3M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $6.7M | 92.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $220K | 3.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $176K | 2.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $67K | 0.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $26K | 0.4% |
| Fidelity Short-Term Bond Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 0.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $21K | 0.3% |
| DFA U.S. Core Equity I Dimensional · Mutual fund | $19K | 0.3% |
| Calvert High Yield Bond Fund Class I Morgan Stanley · Mutual fund | $9K | 0.1% |
| DFA International Social Cor Eq Instl Dimensional · Mutual fund | $7K | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.