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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC1+ years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $87,580 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,475 |
23 funds of $250K or more; 17 lines in all, holding $65.5M of the plan's $65.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, other, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 11 vintages | $15.2M | 23.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $13.7M | 20.9% |
| Standard Large Cap Growth Fund II - Class R1 StanCorp (Meiji Yasuda) · Insurance contract | $6.3M | 9.7% |
| Guaranteed Interest Fund StanCorp (Meiji Yasuda) · Insurance contract | $6.0M | 9.1% |
| THE Hartford International Opportunities Fund Class Y Hartford Funds · Insurance contract | $5.2M | 7.9% |
| Fidelity Advisor Total Bond Fund - Class I Fidelity (FMR) · Insurance contract | $3.6M | 5.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Insurance contract | $3.4M | 5.1% |
| MidCap Growth Fund III R-1 Principal · Insurance contract | $2.9M | 4.4% |
| Standard Mid Cap Value Fund II - Class R1 StanCorp (Meiji Yasuda) · Insurance contract | $2.7M | 4.1% |
| Hood River Small Cap GR RET Hood River · Insurance contract | $2.5M | 3.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.