Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,668 |
PENSION CONSULTANTS, INC.5 years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 06-1504963 | Advisory (Plan) | $0 |
8 funds of $250K or more; 21 lines in all, holding $8.4M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $6.6M | 79.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $348K | 4.2% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $190K | 2.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $173K | 2.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $154K | 1.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $133K | 1.6% |
| Managed Account 80 Manager not matched · Other | $119K | 1.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $105K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $93K | 1.1% |
| Managed Account 70 Manager not matched · Other | $91K | 1.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.