Filings through .
Filed July 2, 2015
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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $78,581 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $49,526 |
26 funds of $250K or more; 53 lines in all, holding $55.6M of the plan's $56.3M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: American Funds Target Date, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $24.0M | 43.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $15.1M | 27.2% |
| Victory Nasdaq-100 Index Fund (Formerly Usaa Nasdaq-100 Index Fund) Victory Nasdaq-100 Index Fund Class R6 Victory Capital · Mutual fund Index | $3.6M | 6.5% |
| Guaranteed Investments Fixed Account Plus Manager not matched · Insurance contract | $2.1M | 3.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 2.1% |
| Standard Stable Asset Fund II Manager not matched · Insurance contract | $886K | 1.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $819K | 1.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $788K | 1.4% |
| Pooled Separate Accounts Loan Collateral Fund Manager not matched · Separate account | $549K | 1.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.