Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,919 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $37,500 |
13 funds of $250K or more; 20 lines in all, holding $33.9M of the plan's $34.6M. From the 2025 filing. Recordkeeper: Minnesota Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $8.0M | 23.5% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Insurance contract | $6.2M | 18.1% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Insurance contract Index | $5.7M | 16.8% |
| iShares S&P 500 Index Fund Service Shares BlackRock · Insurance contract Index | $2.3M | 6.8% |
| Standard Insurance Company Invesco · Insurance contract | $2.3M | 6.8% |
| Standard River Road Small Cap Value StanCorp (Meiji Yasuda) · Insurance contract | $2.2M | 6.5% |
| Fidelity Adv Total Bond I Fidelity (FMR) · Insurance contract | $2.1M | 6.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Insurance contract | $1.6M | 4.6% |
| Columbia Slct Short Crp Inc I Ameriprise (Columbia Threadneedle) · Insurance contract | $1.1M | 3.2% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Insurance contract Index | $409K | 1.2% |
Added 6 funds.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large Cap Value Fund Class Y Shares | $6.2M |
| AddedNuveen International Equity Index Fund Class R6 | $5.7M |
| AddediShares S&P 500 Index Fund Service Shares | $2.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.