Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$5K in admin expenses, $30 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 11 lines in all, holding $2.4M of the plan's $2.9M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $603K | 24.8% |
| Vanguard Developed Mkts Index Adml Vanguard · Mutual fund Index | $451K | 18.6% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $294K | 12.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $256K | 10.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $256K | 10.5% |
| Guaranteed Interest Fund StanCorp (Meiji Yasuda) · Insurance contract | $202K | 8.3% |
| Columbia Small Cap Index Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $152K | 6.3% |
| Vanguard Md Cp Val Inde Adm Vanguard · Mutual fund | $94K | 3.9% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $83K | 3.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintages | $36K | 1.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 Claims processing; Recordkeeping and ... | $32,653 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025