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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $38,134 |
Filed as: ANGELL PENSION GROUP Service code 70 | Consulting Fees | $16,746 |
13 funds of $250K or more; 19 lines in all, holding $10.4M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: MFS Lifetime, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $6.4M | 61.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $637K | 6.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $558K | 5.4% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $503K | 4.8% |
| Insurance Fund Standard The Standard Stable Asset Fund A Manager not matched · Insurance contract | $391K | 3.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $291K | 2.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $270K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $189K | 1.8% |
| Victory Sycamore Established Value Fund Class R Victory Capital · Mutual fund | $180K | 1.7% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $174K | 1.7% |
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.
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.