Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$62K in admin expenses, $85 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 17 lines in all, holding $61.8M of the plan's $77.8M. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $6.7M | 10.8% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $6.4M | 10.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.3M | 10.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.2M | 10.1% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $6.0M | 9.7% |
| Columbia Mid Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $5.0M | 8.1% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.6M | 7.5% |
| Vanguard Gnma Fund Admiral Shares Vanguard · Mutual fund | $4.5M | 7.2% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $2.7M | 4.4% |
| Invesco Developing Markets Fund Class R6 Invesco · Mutual fund | $2.6M | 4.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 11 funds, dropped 2 funds, likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard | $33.1M |
| ReplacedHighColumbia to T. Rowe Price All-Cap Opportunities Fund-I Class | $8.4M to $6.7M |
| AddedDodge & Cox International Stock Fund Class I | $6.4M |
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.
7 more lines and 15 more changes in this lineup are on Pro. Free for 7 days, then $49 a month.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 Recordkeeping | $61,700 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025