Filings through .
Filed January 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,142 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,970 |
13 funds of $250K or more; 20 lines in all, holding $15.7M of the plan's $15.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $4.7M | 30.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 20.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 8.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 8.0% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.0M | 6.5% |
| Schwab Fund. US Lg Co Index Fd Charles Schwab · Mutual fund Index | $872K | 5.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $675K | 4.3% |
| Deposit administration account: The Standard Manager not matched · Stable value Stable value | $453K | 2.9% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $398K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $362K | 2.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.