Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $58,371 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $34,481 |
8 funds of $250K or more; 14 lines in all, holding $11.1M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $2.4M | 21.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 20.8% |
| Prudential Total Return Bond R6 Fidelity (FMR) · Mutual fund | $2.0M | 18.1% |
| AllianceBernstein Large Cap Growth Z AllianceBernstein · Other | $1.4M | 12.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.2M | 10.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $673K | 6.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $442K | 4.0% |
| MFS Mid Cap Growth Fund R5 Mutual Fund MFS (Sun Life) · Mutual fund | $375K | 3.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $117K | 1.1% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $94K | 0.8% |
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPrudential Total Return Bond R6 | $2.0M |
| DroppedFidelity International Index Fund | $1.8M |
| DroppedAB Large CAP Growth Fund INC Class Z | $1.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.