Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$123K in admin expenses, $253 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 21 lines in all, holding $21.3M of the plan's $22.1M. Recordkeeper: Charles Schwab.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $3.6M | 16.9% |
| Eupac Fund Capital Group · Mutual fund | $2.6M | 12.1% |
| Standard Stable Asset Fund Manager not matched · Insurance contract | $2.5M | 11.6% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $2.4M | 11.3% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $2.2M | 10.5% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.7M | 8.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.6M | 7.3% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $650K | 3.0% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $622K | 2.9% |
| Cohen & Steers Real Estate Securities Fund Cohen & Steers · Mutual fund | $478K | 2.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedTCW Metwest Total Return Bond Fund | $2.4M |
| AddedVanguard Gnma Fund | $308K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 10 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
11 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 Recordkeeping and information managem... | $84,309 |
Filed as: CONSOLIDATED FINANCIAL MGT GROUP LL Service code 27 · EIN 31-1612116 Advisory (Plan) | $38,555 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 Securities Custodian | $8,511 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025