CURRENT PROFESSIONAL ASSOCIATIONS

Stock Fund Managers

Dodge & Cox

Westfield Capital Management

John W. Bristol & Company

 Silchester International

The Vanguard Group

Avantis Investors

Income Fund Managers

Income Research & Mgmt.

Loomis Sayles

BrandywineGLOBAL

Aperio Group

Prime, Buchholz & Associates

Northeast Retirement Services

San Francisco, CA

Boston, MA

Boston, MA

London

Malvern, PA

Kansas City, MO

Boston, MA

Boston, MA

Philadelphia, PA

Sausalito, CA

Performance Analyst and Consultant

PKF O’Connor Davies, LLP

Portsmouth, NH

Custody Services

M&T Bank/Wilmington Trust

Andover, MA

Accounting Services

Woburn, MA

Auditor

Institutional Shareholder Services

New York, NY

Proxy Services

Rockville, MD

U.S. Large Cap Value

U.S. Large Cap Growth

U.S. Large Cap Core

International Value            

U.S. Small & Mid Cap   

International Small Cap Value                            

Core Bond

Core Bond Plus

High Yield Corporate

85% Russell 3000/15% EAFE

Targets

21.0%

24.0%

18.0%

 20.0%

 13.0%

 4.0%

48.0%

48.0%

4.0%

100%