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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN TRUST & INVESTMENT COMPANY11+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 26 · EIN 26-4542513 | Advisory (Participants) | $17,571 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,984 |
8 funds of $250K or more; 2 lines in all, holding $5.5M of the plan's $5.5M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.2M | 93.8% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $341K | 6.2% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighFidelity Government Money Market Fund to Vanguard Treasury Money Market Fund Investor Shares | $328K to $341K |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.