Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253756 | Custodial (other than securities); Cl... | $136,307 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $59,959 |
RELIANCE TRUST COMPANY11+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $17,700 |
8 funds hold $97.9M of the plan's $98.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund | $31.7M | 32.4% |
| Fidelity Fidelity (FMR) · Mutual fund | $17.6M | 18.0% |
| American Manager not matched · Other | $15.1M | 15.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $10.3M | 10.5% |
| Janus Janus Henderson · Mutual fund | $7.5M | 7.7% |
| JP Morgan JPMorgan · Other | $7.4M | 7.6% |
| PIMCO PIMCO (Allianz) · Mutual fund | $4.7M | 4.8% |
| Common Collective Trust Common Collective Trust Manager not matched · Collective trust | $3.6M | 3.7% |
Added 2 funds, dropped 11 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard | $31.7M |
| AddedFidelity | $17.6M |
| DroppedFidelity 500 Index Fund | $12.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.