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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $45,218 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $40,072 |
9 funds of $250K or more; 15 lines in all, holding $26.9M of the plan's $33.5M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.4M | 45.9% |
| Fidelity Total International Equity Fund Fidelity (FMR) · Mutual fund | $5.9M | 22.0% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $2.1M | 7.7% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $2.0M | 7.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.7M | 6.4% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $1.4M | 5.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $367K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $275K | 1.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $253K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $158K | 0.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity U.S. Bond Index Fund | $253K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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.