Filings through .
Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $60,379 |
10 funds of $250K or more; 16 lines in all, holding $10.5M of the plan's $10.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Separate account | $2.4M | 22.6% |
| JPMorgan Large Cap Growth CIT K JPMorgan · Collective trust | $1.9M | 17.9% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Separate account | $1.8M | 17.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $1.2M | 11.1% |
| DGI Small Cap Fund CIT Class R1 Manager not matched · Collective trust | $985K | 9.4% |
| PIMCO Inv Grd Crdt Bnd Instl PIMCO (Allianz) · Separate account | $677K | 6.5% |
| Columbia Contrarian Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Separate account | $454K | 4.3% |
| Stable Value Fund Manager not matched · Insurance contract | $397K | 3.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Separate account | $313K | 3.0% |
| Columbia High Yield Bond Fund Institutional Class Ameriprise (Columbia Threadneedle) · Separate account | $307K | 2.9% |
Added 1 fund, dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustJPMorgan Large Cap Growth Fund to JPMorgan Large Cap Growth CIT K | $1.9M to $1.9M |
| AddedDGI Small Cap Fund CIT Class R1 | $985K |
| DroppedDisciplined Gro Small Cap Gro | $940K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.