Filings through .
Filed October 16, 2018 (most recent of 2 filings on file)
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Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,176 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,873 |
8 funds of $250K or more; 22 lines in all, holding $12.8M of the plan's $13.0M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund Manager not matched · Mutual fund | $6.2M | 48.4% |
| Balanced Fund Manager not matched · Mutual fund | $1.9M | 14.7% |
| Aggressive Portfolio Class B Manager not matched · Mutual fund | $911K | 7.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $683K | 5.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $657K | 5.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $370K | 2.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $279K | 2.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $264K | 2.1% |
| Medium Cap Index Fund Manager not matched · Mutual fund Index | $254K | 2.0% |
| Large Cap Equity Index Fund Manager not matched · Mutual fund Index | $234K | 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.