Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$15K in admin expenses, $141 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 20 lines in all, holding $23.9M of the plan's $23.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrategy Growth Pooled Separate Account Vanguard · Insurance contract | $4.4M | 18.5% |
| JP Morgan Large Cap Growth CIT K Class JPMorgan · Insurance contract | $3.6M | 14.9% |
| iShares S&P 500 Index Service Pooled Separate Account BlackRock · Insurance contract Index | $2.8M | 11.6% |
| Guaranteed Return Account Minnesota Life General Account Securian · Insurance contract | $2.5M | 10.6% |
| Schwab Fundamental US Large Company Index Pooled Separate Account Charles Schwab · Insurance contract Index | $2.0M | 8.4% |
| S&P 500 Index Account TIAA (Nuveen) · Insurance contract Index | $1.7M | 7.3% |
| Goldman Sachs FS Govt Instl N/R Goldman Sachs · Insurance contract | $1.6M | 6.9% |
| Vanguard Interm Bond Index Adm Pooled Separate Account Vanguard · Insurance contract Index | $1.0M | 4.4% |
| Baron Asset Instl Pooled Separate Account Securian · Insurance contract | $880K | 3.7% |
| T Rowe Price Instl Small-Cap Stock Pooled Separate Account T. Rowe Price · Insurance contract | $638K | 2.7% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 Custodial (other than securities); Cl... | $24,351 |
CALLERO AND CALLERO LLP1+ years Filed as: CALLERO & CALLERO LLP Service code 10 · EIN 36-2518261 Accounting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed March 18, 2025.
Street address, email and phone are on Pro. Free for 7 days, then $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
1 filing