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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,333 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $14,244 |
7 funds of $250K or more; 17 lines in all, holding $6.1M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.1M | 67.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $747K | 12.2% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $292K | 4.8% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $184K | 3.0% |
| Small CAP Value Fund R6 Class American Century · Mutual fund | $169K | 2.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $157K | 2.6% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $142K | 2.3% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $77K | 1.3% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $67K | 1.1% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $54K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.