Filings through .
Filed April 8, 1997
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.
See peer percentile detail with Pro.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINANCIAL ENGINES ADVISORS Service code 27 4000 LEGATO ROAD, 9TH FLOOR · FAIRFAX, VA 22066 | Advisory (Plan) | $31,780 |
NEWPORT GROUP, INC.11+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,221 |
6 funds of $250K or more; 8 lines in all, holding $7.8M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Edelman Manager not matched · Other | $4.9M | 63.1% |
| DFA Dimensional · Mutual fund | $837K | 10.8% |
| Vanguard Vanguard · Mutual fund | $669K | 8.6% |
| iShares BlackRock · ETF Index | $438K | 5.6% |
| American Funds Capital Group · Mutual fund | $432K | 5.6% |
| SPDR State Street (SSgA) · ETF Index | $339K | 4.4% |
| Franklin Franklin Templeton · Mutual fund | $124K | 1.6% |
| Attachment to 2024 Form Manager not matched · Other | $28K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.