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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $34,972 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 27 · EIN 13-3180631 | Advisory (Plan) | $33,013 |
7 funds of $250K or more; 12 lines in all, holding $9.4M of the plan's $16.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 29.2% |
| Vanguard Total International Stock Index Admiral Shar Vanguard · Mutual fund Index | $2.6M | 27.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 14.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $807K | 8.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $678K | 7.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $582K | 6.2% |
| Nuveen Mid Cap Value Fund TIAA (Nuveen) · Mutual fund | $432K | 4.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $106K | 1.1% |
| DFA Emerging Market Cor Equity Dimensional · Mutual fund | $68K | 0.7% |
| Reliance Nomura Limited-Term Dividend Income Manager not matched · Mutual fund | $48K | 0.5% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.