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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,107 |
STANCORP FINANCIAL GROUP5 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $23,741 |
9 funds of $250K or more; 11 lines in all, holding $14.7M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 21.2% |
| Standard Stable Asset C StanCorp (Meiji Yasuda) · Insurance contract | $2.7M | 18.1% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.4M | 16.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 11.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 10.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 9.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $843K | 5.7% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $506K | 3.4% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $447K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $64K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.