1 fund of $250K or more; 3 lines in all, holding $2.0M of the plan's $2.1M. From the 2025 filing. Recordkeeper: Stancorp Financial Group.
In collective trusts0%median 0% for plans under $5M (7,738 plans)
In index funds0%median 19% for plans under $5M (7,738 plans)
In the main target-date series0%median 39% for plans under $5M (7,738 plans)
Employer stockNo
Fund
Manager
Vehicle
Dollars
% of funds%
Assets Investments Investments at fair value
Manager not matched · Other
Not yet matched
Other
$2.0M
99.5%
Receivables Participant contributions
Manager not matched · Other
Not yet matched
Other
$6K
0.3%
Employer contributions
Manager not matched · Other
Not yet matched
Other
$3K
0.1%
What changed since 2024
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.
Plan features & details
Pension benefit codes2E2F2G2J2K2T3D
Plan features
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
2 tripped
OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Expense breakdown
Schedule H Part II
Admin total
$4K
$21 / participant
Contract admin$4K100.0%
% of EOY assets
0.193%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.