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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $80,111 |
19 funds hold $45.3M of the plan's $46.9M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: T. Rowe Price Retirement, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.2M | 24.8% |
| Harbor Funds Harbor Capital · Mutual fund | $4.9M | 10.9% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $4.1M | 9.0% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.7M | 8.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 7.0% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.9M | 6.4% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $2.7M | 6.0% |
| Artisan International Fund Investor Shares Artisan Partners · Mutual fund | $2.3M | 5.0% |
| Hartford H/S Intl Multi-Cap Value Hartford Funds · Collective trust | $2.1M | 4.6% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.0M | 4.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.