Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT8 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 · EIN 46-2793932 | Advisory (Plan) | $78,803 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,354 |
15 funds of $250K or more; 17 lines in all, holding $42.8M of the plan's $42.8M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $7.8M | 18.3% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $6.2M | 14.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Insurance contract Index | $4.5M | 10.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Insurance contract Index | $4.2M | 9.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Insurance contract Index | $3.0M | 6.9% |
| Federated Hermes Total Return Bd Federated Hermes · Insurance contract | $2.8M | 6.6% |
| Janus Henderson Enterprise Ill Janus Henderson · Insurance contract | $2.5M | 5.9% |
| Fidelity Total International Index Fund Fidelity (FMR) · Insurance contract Index | $2.3M | 5.5% |
| 2025 Mutual Funds Held in Pooled Separate Accounts: The Standard Insurance Company = Allspring Sp Allspring · Insurance contract | $2.1M | 5.0% |
| Capital Group Europacific Growth SA Capital Group · Insurance contract | $1.8M | 4.2% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedEupac Fund Class R-6 | $1.6M |
| DroppedHarbor Small Cap Growth Fund Institutional Class | $1.1M |
| Addedseparate accounts Participant Loans: Participant loans | $288K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.