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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,152 |
19 funds of $250K or more; 25 lines in all, holding $23.3M of the plan's $23.4M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ancora Funds-Ancora/Thelen Small-Mid Cap I (affiliate) Manager not matched · Mutual fund | $4.7M | 20.2% |
| BlackRock Equity Index 1 BlackRock · Mutual fund Index | $3.4M | 14.8% |
| Ancora Funds-Ancora Dividend Value Equity I (affiliate) Manager not matched · Mutual fund | $2.5M | 10.8% |
| Ancora Funds-Ancora MicroCap I (affiliate) Manager not matched · Mutual fund | $1.6M | 6.7% |
| Fidelity Fidelity (FMR) · Mutual fund | $1.2M | 5.3% |
| New York Life Insurance Company New York Life · Insurance contract | $1.1M | 4.6% |
| Core Bond Fund Class R1 Manager not matched · Mutual fund Possible retail class R1 | $809K | 3.5% |
| Capital Group Capital Group · Mutual fund | $713K | 3.1% |
| Flexpath Index Aggressive 2045 Fund Manager not matched · Mutual fund Index | $706K | 3.0% |
| flexPATH Index+ Aggressive 2055 Fund Manager not matched · Mutual fund Index | $684K | 2.9% |
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.