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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $69,831 |
Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 · EIN 47-5476782 | Advisory (Plan) | $32,432 |
17 funds of $250K or more; 30 lines in all, holding $10.7M of the plan's $10.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecyc Id 2055 Inst TIAA (Nuveen) · Separate account | $1.2M | 10.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $969K | 9.1% |
| Nuveen Lifecyc Id 2025 Inst TIAA (Nuveen) · Separate account | $913K | 8.5% |
| Nuveen Lifecyc Id 2045 Inst TIAA (Nuveen) · Separate account | $815K | 7.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Separate account Index | $724K | 6.8% |
| Nuveen Lifecyc Id 2050 Inst TIAA (Nuveen) · Separate account | $669K | 6.3% |
| Vanguard L S Growth Inv Pooled Separate Account Vanguard · Separate account | $511K | 4.8% |
| Janus Henderson Enterprise Fund Janus Henderson · Separate account | $488K | 4.6% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Separate account | $470K | 4.4% |
| Nuveen Lifecyc Id 2020 Inst TIAA (Nuveen) · Separate account | $457K | 4.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.