Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $31,240 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,378 |
2 funds of $250K or more; 10 lines in all, holding $2.4M of the plan's $2.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $1.7M | 73.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $296K | 12.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $199K | 8.4% |
| Value Cost Value American F Manager not matched · Other | $44K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $25K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $19K | 0.8% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $15K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.3% |
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $6K | 0.2% |
| BlackRock Mid-Cap Value Fund BlackRock · Mutual fund | $4K | 0.2% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.