Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,793 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $22,129 |
8 funds of $250K or more; 23 lines in all, holding $8.6M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
Target-date series: Vanguard Target Retirement, other, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Separate account | $1.5M | 17.4% |
| Nomura Large Cap Growth Inst Manager not matched · Separate account | $1.4M | 16.7% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 10 vintages | $1.2M | 13.9% |
| DFA International Value Portfolio- Institutional Class Dimensional · Separate account | $771K | 9.0% |
| ClearBridge Intl Gr A Franklin Templeton · Separate account | $720K | 8.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $549K | 6.4% |
| Voya Small Cap Growth Fund Class I Voya · Separate account | $527K | 6.1% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Separate account Index | $455K | 5.3% |
| JPMorgan Global Allocation Fund Class R6 JPMorgan · Separate account | $226K | 2.6% |
| Guaranteed interest contracts MN Life Guaranteed Return Acct Manager not matched · Insurance contract | $216K | 2.5% |
Added 2 funds, dropped 2 funds, likely replaced 1 fund. Changed share class on 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedColumbia Dividend Income Fund Institutional Class | $1.5M |
| DroppedInvesco Diversified Dividnd R5 | $1.2M |
| AddedClearBridge Intl Gr A | $720K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.