Filings through .
Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,772 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $26,367 |
10 funds of $250K or more; 16 lines in all, holding $14.2M of the plan's $14.5M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Standard Stable Asset Fund A StanCorp (Meiji Yasuda) · Insurance contract | $3.6M | 25.2% |
| Vanguard 500 Index Admiral Vanguard · Insurance contract Index | $2.6M | 17.9% |
| Fidelity Adv Total Bond I Fidelity (FMR) · Insurance contract | $1.6M | 11.2% |
| Vanguard Wellington Admiral Vanguard · Insurance contract | $1.5M | 10.5% |
| Fidelity International Index Fidelity (FMR) · Insurance contract Index | $1.3M | 9.3% |
| JPMorgan Large Cap Growth R6 JPMorgan · Insurance contract | $1.2M | 8.6% |
| Vanguard Equity-Income Admiral Vanguard · Insurance contract | $860K | 6.0% |
| Carillon Eagle MC Growth R6 Raymond James · Insurance contract | $511K | 3.6% |
| Vanguard Small Cap Index Admiral Vanguard · Insurance contract Index | $496K | 3.5% |
| Allspring Spec MdCpVal Ins Allspring · Insurance contract | $344K | 2.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.