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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $96,018 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 10 · EIN 47-1083831 | Accounting | $26,993 |
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR & COMPANY Service code 99 3830 FOREST DRIVE · COLUMBIA, SC 29204 | Other Fees | $9,150 |
10 funds of $250K or more; 16 lines in all, holding $10.6M of the plan's $11.3M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.0M | 75.6% |
| Vanguard Total International Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 11.4% |
| Galliard Ret Income FD CL 35 Allspring · Collective trust | $333K | 3.1% |
| T Rowe Price All-Cap Opportunity T. Rowe Price · Mutual fund | $223K | 2.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $207K | 1.9% |
| New Perspective Fund Capital Group · Mutual fund | $137K | 1.3% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $129K | 1.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $102K | 1.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $51K | 0.5% |
| DFA Real Estate Securities Portfolio Dimensional · Mutual fund | $44K | 0.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.