Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $119,008 |
USI INSURANCE SERVICES LLC2 years Filed as: USI ADVISORS INC. Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $28,728 |
19 funds of $250K or more; 18 lines in all, holding $26.3M of the plan's $33.3M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $19.3M | 73.3% |
| Growth Fund of America - Class R Mutual fund Capital Group · Mutual fund Possible retail class A | $1.1M | 4.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.1M | 4.0% |
| Vanguard Information Technology Ind Vanguard · Mutual fund IndexPossible retail class A | $866K | 3.3% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $838K | 3.2% |
| Vanguard Interm Term Treasury Fund Vanguard · Mutual fund Possible retail class A | $610K | 2.3% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund Possible retail class A | $485K | 1.8% |
| Dimensional Emerging Markets Dimensional · Mutual fund Possible retail class A | $337K | 1.3% |
| Vanguard Small Cap Index Vanguard · Mutual fund IndexPossible retail class A | $329K | 1.3% |
| Mutual Fund Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund IndexPossible retail class A | $325K | 1.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.