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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $35,556 |
18 funds of $250K or more; 36 lines in all, holding $18.9M of the plan's $18.9M. From the 2025 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 32.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 11.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.8% |
| New World Fund Inc Capital Group · Mutual fund | $1.1M | 5.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $657K | 3.5% |
| Blackrock MID CAP Growth Equity Portfolio Institutional BlackRock · Mutual fund | $467K | 2.5% |
| MID CAP Value Fund Investor Class American Century · Mutual fund | $465K | 2.5% |
| BlackRock Total Return Instl BlackRock · Mutual fund | $408K | 2.2% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $356K | 1.9% |
| American Euro-Pacific Growth Fund Capital Group · Mutual fund | $348K | 1.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.