Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $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. Pro is free for 7 days and then costs $49 a month.
$160K in admin expenses, $6 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more, counting each target-date vintage; shown as 2 lines, holding $114M of the plan's $5.05B. Recordkeeper: Newport Group.
Target-date series: Schwab Target Index, mutual fund, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Target Index Charles Schwab · Mutual fund Target-date, 11 vintages | $113M | 99.4% |
| Principal Global Investors Trust Co Morley Stable Value Fund Class 125 Principal · Insurance contract | $637K | 0.6% |
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
NEWPORT GROUP, INC.9 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 Recordkeeping | $92,700 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed June 22, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025