Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 34 · EIN 23-0891050 | Valuation (appraisals, etc.) | $704,062 |
Service code 26 · EIN 36-4291971 | Advisory (Participants) | $329,300 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY, LLC Service code 21 · EIN 27-4411131 | Bank Trustee | $76,650 |
DUNN CARNEY LLP1 year Service code 29 851 SW 6TH AVENUE #1500 · PORTLAND, OR 97204 | Legal | $65,757 |
NEWMARK KNIGHT FRANK1 year Filed as: NEWMARK VALUATION & ADVISORY, LLC Service code 34 · EIN 81-4467492 | Valuation (appraisals, etc.) | $53,600 |
INTEGRA REALTY RESOURCES1 year Service code 34 1031 E. PARK BOULEVARD · BOISE, ID 83712 | Valuation (appraisals, etc.) | $45,000 |
Service code 27 6929 NW FRIBERG-STRUNK STREET · CAMAS, WA 98607 | Advisory (Plan) | $13,000 |
CSC PROPERTIES LLC1 year Service code 34 5795 ULMERTON ROAD · CLEARWATER, FL 33760 | Valuation (appraisals, etc.) | $6,802 |
7 funds hold $88.3M of the plan's $111M. From the 2025 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Real property Manager not matched · Other | $41.9M | 47.4% |
| dated through ) Leased real property Manager not matched · Other | $14.8M | 16.7% |
| Fidelity GL X US Index-Ins PR Fidelity (FMR) · Mutual fund Index | $11.8M | 13.3% |
| through ) Leased real property Manager not matched · Other | $10.0M | 11.3% |
| Leased real property Manager not matched · Other | $5.6M | 6.3% |
| Carillon RMS Unicons BND-R6 Raymond James · Mutual fund | $3.1M | 3.6% |
| Real Properties Trion Lodge Manager not matched · Other | $1.1M | 1.3% |
No lineup changes between the 2024 and 2025 filings.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Daniel C. Berry, FSA, Ea Marsh Agency LLC Schedule SB | Schedule SB | Pro |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
R.B. Pamplin Corporation Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.