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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,588 |
18 funds of $250K or more; 16 lines in all, holding $14.6M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.4M | 37.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 14.5% |
| Morley Stable Value Fund Class 25 - I Principal · Stable value Stable value | $1.1M | 7.4% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares Vanguard · Mutual fund Index | $996K | 6.8% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $945K | 6.5% |
| First Eagle Gold Fund Class R6 First Eagle · Mutual fund | $684K | 4.7% |
| Vanguard Global Wellington Fund Admiral Shares Vanguard · Mutual fund | $650K | 4.5% |
| BNY Mellon Natural Resources Fund Class Y BNY · Mutual fund | $489K | 3.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $379K | 2.6% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund | $354K | 2.4% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedBNY Mellon Natural Resources Fund Class Y | $489K |
| AddedVanguard Federal Money Market Fund Investor Shares | $379K |
| AddedBaird Core Plus Bond Fund Institutional | $311K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.