Filings through .
Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,180 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $41,289 |
10 funds of $250K or more; 14 lines in all, holding $29.5M of the plan's $30.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Reliance Trust Company Vanguard Growth Index Admiral Vanguard · Collective trust Index | $4.8M | 16.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 14.8% |
| e) Current Insurance Contracts: - Standard Insurance Company Standard Stable Asset A StanCorp (Meiji Yasuda) · Insurance contract | $4.3M | 14.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Separate account Index | $3.6M | 12.2% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 11.6% |
| Reliance Trust Company Fidelity International Index Fund Fidelity (FMR) · Collective trust Index | $3.3M | 11.2% |
| Reliance Trust Company Vanguard Value Index Fund Vanguard · Collective trust Index | $2.5M | 8.5% |
| Reliance Trust Company Fidelity Mid Cap Value Index Fund Fidelity (FMR) · Collective trust Index | $1.2M | 4.1% |
| Reliance Trust Company Fidelity Small Cap Index Fund Fidelity (FMR) · Collective trust Index | $993K | 3.4% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $820K | 2.8% |
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.