Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $31,451 |
OVIST & HOWARD, CPAS1 year Service code 10 7 COMMERCE CENTER DRIVE · HENDERSON, NV 89104 | Accounting | $15,500 |
20 funds of $250K or more; 31 lines in all, holding $36.3M of the plan's $37.7M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| flexPATH Index Moderate 2035 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $8.3M | 23.0% |
| flexPATH Index Moderate 2045 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $6.2M | 17.0% |
| flexPATH Index Moderate Retirement Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $5.5M | 15.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.6M | 7.3% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 6.0% |
| flexPATH Index Moderate 2055 Fund Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $2.1M | 5.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.5M | 4.3% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $1.1M | 3.1% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $733K | 2.0% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Mutual fund | $558K | 1.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.