Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $69,002 |
Filed as: IFP GROUP, LLC Service code 10 · EIN 83-0951655 | Accounting | $55,465 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,735 |
18 funds of $250K or more; 16 lines in all, holding $22.5M of the plan's $23.1M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $14.4M | 63.8% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $2.1M | 9.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.3M | 6.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 5.5% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $694K | 3.1% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $692K | 3.1% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $493K | 2.2% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $450K | 2.0% |
| Standard Stable Asset Fund A StanCorp (Meiji Yasuda) · Insurance contract | $440K | 2.0% |
| Mid Cap Value Fund American Century · Mutual fund | $149K | 0.7% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.