Filings through .
Filed December 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $294,083 |
STANCORP FINANCIAL GROUP10+ years Filed as: STANCORP FINANCIAL Service code 19 | Securities Custodian | $24,240 |
29 funds of $250K or more; 23 lines in all, holding $110M of the plan's $117M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $20.9M | 19.1% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $13.8M | 12.6% |
| The Hartford International Opportunities Fund Hartford Funds · Mutual fund | $13.8M | 12.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $12.8M | 11.7% |
| Nyli Winslow Large Cap Growth Fund New York Life · Mutual fund | $10.3M | 9.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $9.2M | 8.3% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $8.6M | 7.8% |
| Carillon Eagle Mid Cap Growth Fund Raymond James · Mutual fund | $5.0M | 4.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.9M | 4.5% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $3.2M | 2.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.