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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $8,864 |
11 funds of $250K or more; 14 lines in all, holding $13.6M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.7M | 64.2% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $3.7M | 27.1% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $279K | 2.1% |
| The Hartford World Bond Fund Hartford Funds · Mutual fund | $206K | 1.5% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $181K | 1.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $142K | 1.0% |
| Eupac Fund Capital Group · Mutual fund | $80K | 0.6% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $79K | 0.6% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $73K | 0.5% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $60K | 0.4% |
Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $3.1M to $3.7M |
| Share class changeVanguard Total International Stock Index Fund Admiral Shares to Vanguard Total International Stock Index Fund Investor Shares | $52K to $279K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.