Filings through .
Filed November 18, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $35,240 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $34,637 |
25 funds of $250K or more; 19 lines in all, holding $33.5M of the plan's $34.1M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $12.2M | 36.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.1M | 18.2% |
| Trp Stable Value Fund T. Rowe Price · Insurance contract | $2.9M | 8.7% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $1.8M | 5.5% |
| Vanguard Moderate Growth Fund Vanguard · Mutual fund | $1.7M | 5.2% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.7M | 5.0% |
| MFS International Value R6 MFS (Sun Life) · Mutual fund | $1.0M | 3.1% |
| JP Morgan Intrepid Value Fund R6 JPMorgan · Mutual fund | $1.0M | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $857K | 2.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $774K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.