Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
HUB INTERNATIONAL2 years Filed as: HUB INTERNATIONAL MIDWEST LIMITED Service code 27 · EIN 35-0672425 | Advisory (Plan) | $16,179 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $15,584 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,978 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 19 · EIN 25-1838406 | Securities Custodian | $326 |
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $84 |
10 funds of $250K or more; 15 lines in all, holding $13.8M of the plan's $13.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $12.4M | 90.0% |
| Hood River Small-Cap Growth Fund Hood River · Mutual fund | $460K | 3.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $299K | 2.2% |
| Ultra Fund R6 Class American Century · Mutual fund | $130K | 0.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $78K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $73K | 0.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $67K | 0.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $60K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $53K | 0.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 0.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.