Filings through .
3 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$46K in admin expenses, $131 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 28 lines in all, holding $10.3M of the plan's $10.9M. Recordkeeper: not identified.
Target-date series: BlackRock LifePath Index, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $6.3M | 61.8% |
| Schwab S&P 500 Index Select Charles Schwab · Mutual fund Index | $822K | 8.0% |
| Stable Asset Fund D StanCorp (Meiji Yasuda) · Insurance contract | $596K | 5.8% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $488K | 4.8% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $369K | 3.6% |
| JPMorgan Mid Cap Growth Fund Class R5 JPMorgan · Mutual fund | $307K | 3.0% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $183K | 1.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $179K | 1.7% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $162K | 1.6% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $150K | 1.5% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
18 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 2 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 Claims processing; Custodial (other t... | $28,236 |
ASPIRE CAPITAL ADVISORS LLC4 years Service code 27 · EIN 83-1630900 Advisory (Plan) | $17,965 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025