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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $58,557 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 27 · EIN 42-1558009 | Advisory (Plan) | $0 |
11 funds of $250K or more; 9 lines in all, holding $10.7M of the plan's $12.0M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.9M | 82.6% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $783K | 7.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $545K | 5.1% |
| Collateral, Value Cost Value Schwab Go Charles Schwab · Mutual fund Recordkeeper's own fund | $174K | 1.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $103K | 1.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $80K | 0.7% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $80K | 0.7% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $73K | 0.7% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $29K | 0.3% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Admiral Shares to Vanguard 500 Index Fund Investor Shares | $712K to $783K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.