Filings through .
Filed December 10, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $8,300 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,135 |
4 funds of $250K or more; 11 lines in all, holding $4.1M of the plan's $4.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.4M | 57.7% |
| Stable Asset Fund D StanCorp (Meiji Yasuda) · Insurance contract | $598K | 14.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $200K | 4.8% |
| Principal Diversified Real Asset R6 2,098 Putnam Franklin Templeton · Mutual fund | $195K | 4.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 4.6% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $175K | 4.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $133K | 3.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $122K | 2.9% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $84K | 2.0% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $37K | 0.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.