Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $33,783 |
STANCORP FINANCIAL GROUP8 years Service code 19 | Securities Custodian | $1,230 |
9 funds hold $7.8M of the plan's $8.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 22.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 17.3% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.2M | 15.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 13.5% |
| Standard Standard Stable Asset A StanCorp (Meiji Yasuda) · Insurance contract | $787K | 10.2% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $517K | 6.7% |
| Franklin Small CAP Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $456K | 5.9% |
| Fidelity Small Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $315K | 4.1% |
| PIMCO Incm FD Inst CL PIMCO (Allianz) · Mutual fund | $300K | 3.9% |
Added 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighDreyfus Basic S&P 500 Stock Index Fund to Fidelity 500 Index Fund | $1.4M to $1.8M |
| AddedFidelity Large Cap Growth Index Fund | $1.0M |
| AddedFidelity Emerging Markets Index Fund | $517K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.