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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $116,506 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $28,396 |
23 funds of $250K or more; 24 lines in all, holding $31.7M of the plan's $33.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.3M | 26.3% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $5.8M | 18.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.4M | 7.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.4M | 7.5% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $1.9M | 5.9% |
| Putnam Stable Value 25 Franklin Templeton · Stable value Stable value | $1.8M | 5.6% |
| Fidelity Large Cap Growth Index Prm Inst Fidelity (FMR) · Mutual fund Index | $1.6M | 5.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.5% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class Z Fidelity (FMR) · Mutual fund | $968K | 3.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $858K | 2.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.