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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,055 |
8 funds of $250K or more; 15 lines in all, holding $11.0M of the plan's $12.7M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.9M | 44.4% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $3.1M | 28.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 11.5% |
| JP Morgan Large CAP Growth JPMorgan · Other | $578K | 5.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $172K | 1.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $167K | 1.5% |
| New World Fund Inc Capital Group · Mutual fund | $164K | 1.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $159K | 1.4% |
| JP Morgan Small CAP Value JPMorgan · Other | $140K | 1.3% |
| American Beacon International Equity American Beacon (Resolute) · Other | $116K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.