CURRENT PROFESSIONAL ASSOCIATIONS

Stock Fund Managers

Dodge & Cox

Westfield Capital Management

John W. Bristol & Company

The Vanguard Group

Avantis Investors

MFS Investment Management

Income Fund Managers

Income Research & Mgmt.

Loomis Sayles

BrandywineGLOBAL

Aperio Group

Prime, Buchholz & Associates

Northeast Retirement Services

San Francisco, CA

Boston, MA

Boston, MA

Malvern, PA

Kansas City, MO

Boston, MA

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           

U.S. Small & Mid Cap  / Interntional Value

International Small Cap Value     

International Value                       

Core Bond

Core Bond Plus

High Yield Corporate

85% Russell 3000/15% EAFE

Targets

21.0%

24.0%

18.0%

 17.0%

 8.0%

12.0%

48.0%

48.0%

4.0%

100%