Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BANK OF OZARKS2 years Service code 27 18000 CANTRELL RD · LITTLE ROCK, AR 72223 | Advisory (Plan) | $99,280 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,409 |
11 funds of $250K or more; 16 lines in all, holding $15.3M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: T. Rowe Price Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $5.9M | 38.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $3.6M | 23.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 10.5% |
| Pioneer Select Mid Cap Growth Fund: Class Y Victory Capital · Mutual fund | $768K | 5.0% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $690K | 4.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $659K | 4.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $472K | 3.1% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $354K | 2.3% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $307K | 2.0% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Mutual fund Index | $286K | 1.9% |
Added 6 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Contrafund | $3.6M |
| DroppedVanguard | $2.3M |
| AddedVanguard 500 Index Fund Admiral Shares | $1.6M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.)
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.