Filings through .
Filed March 14, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $31,127 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,329 |
WRIGHT FORD YOUNG & CO11+ years Service code 10 · EIN 95-3288054 | Accounting | $19,500 |
16 funds of $250K or more; 24 lines in all, holding $12.0M of the plan's $12.1M. From the 2025 filing. Recordkeeper: Stancorp Financial Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $1.9M | 15.6% |
| Vanguard Equity-Income Fund Vanguard · Insurance contract | $1.9M | 15.5% |
| Columbia Global Technology Growth Fund Ameriprise (Columbia Threadneedle) · Insurance contract | $1.7M | 14.5% |
| Vanguard LifeStrategy 60/40 Fund Vanguard · Insurance contract | $780K | 6.5% |
| Loomis Sayles Investment Gr Bond Natixis IM · Insurance contract | $692K | 5.8% |
| Tiaa-Cref International Equity Index Fund TIAA (Nuveen) · Insurance contract Index | $589K | 4.9% |
| Pooled Separate - Hood River Small Cap Growth Fund Hood River · Insurance contract | $498K | 4.1% |
| T. Rowe Price Small-Cap Index Fund-I Class T. Rowe Price · Insurance contract | $432K | 3.6% |
| DFA International Value Port Dimensional · Insurance contract | $384K | 3.2% |
| Columbia Contrarian Core Ameriprise (Columbia Threadneedle) · Insurance contract | $370K | 3.1% |
Dropped 7 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Equity Income Fund Admiral Shares | $1.7M |
| DroppedLoomis Sayles Investment Grade Bond Fund Admin Class | $731K |
| DroppedNuveen International Equity Index Fund Class R6 | $501K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 stable value or insurance lines.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.